From Barron's Advisor Center
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Summary: When talking with advisors about adding or replacing software, I’m surprised at the criteria they provide during the initial discussions.
From Financial Planning
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Summary: Although the drumbeat for succession planning has been getting louder over the years, the industry continues to remain woefully unprepared.
From WealthManagement.com
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Summary: [Slideshow] The digital tools available to help advisors have never been better, but there are so many of them. It seems like you hear about a new CRM or automated investing platform every week, each with its own set of bells and whistles.
From Financial Planning
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Summery: The founder of holistic planning firm Grow heard that he sometimes talks too fast, and too much, without really listening. Clients also wrote in the survey that the documents he sent them can be hard to understand.
From InvestmentNews
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Summary: Jon Yankee suddenly found himself in a hiring crunch last month. One new financial planning graduate who had accepted an associate adviser position with his firm, FJY Financial, abruptly backed out, and later that week, a midlevel adviser notified the small, 11-person firm that she wasn't returning from maternity leave.
