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Investing Legend Jack Bogle's Retirement Advice

From Wall Street Jornal Online
Added on May 2017 in Other Ideas
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Summary: [PODCAST] Vanguard founder and investing legend Jack Bogle gives expert advice for folks looking to retire soon. Plus, key investing tips for millennials and insight on how to stay the course despite constant market uncertainty.

'Dying at your desk' is no succession plan

From Financial Advisor
Added on May 2017 in Plan for the Future
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Summary: Many advisers are fond of saying that they expect to die at their desks. When such a plan isn't paired with a fully realized succession strategy, Tim Chase, a CFP and co-founder, partner and chief executive of WMS Partners, isn't amused

Why Hiring an Intern Should Be Part of Your Recruiting Strategy

From Cruz Consulting Group
Added on May 2017 in Manage Your Practice
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Summary: In an increasingly competitive job market, firms that link internship programs into their recruitment strategy are well-positioned to compete for the best talent graduating from universities and colleges.

10 fiduciary facts advisers need to know now

From Financial Planning
Added on May 2017 in Form an RIA
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Summary: Advisers snapped to attention when Secretary of Labor Alexander Acosta said in a surprise commentary in The Wall Street Journal that the Department of Labor would not further delay the first stage of the fiduciary rule's implementation. The Labor Department did back off some of the compliance requirements for the rest of this year, however, and said it plans to collect more information. What does this mean for advisers and other wealth management specialists? Scroll through to see 10 things you need to know right now about the fiduciary rule.

How financial advisers can drive more value into their practices

From InvestmentNews
Added on May 2017 in Manage Your Practice
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Summary: The increasing cost and complexity needed to operate as a financial adviser in today's environment is creating a market ripe for mergers and acquisitions.

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