From riabiz
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Summary: He fought the Securities and Exchange Commission and the agency lost — in other words, Mark Cuban is just Brian Hamburger’s kind of guy. More to the point, Cuban, the 55-year-old owner of the Dallas Mavericks is a dream choice to speak at the securities attorney’s annual conference, the MarketCounsel Summit, an agglomeration of RIAs that answer to the SEC for their every move on behalf of clients.
From riabiz
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Summary: INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades. Demonstration of future technologies was a running theme at INSITE conference this year, as 2,300 advisors, broker-dealer executives, trust companies and a large swath of international wealth management folks crowded into the Hollywood Westin resort, just north of Miami Beach.
From Financial Advisor IQ
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Summary: Taking their cue from the medical field, advisors are turning to residency programs to help bring new blood into an aging workforce. Instead of recruiting young professionals with a couple of years’ experience selling insurance or mutual funds, firms are hiring total rookies and giving them on-the-job training.
From InvestmentNews
Added on June 2014 in M&A Issues
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Summary: In wealth management, an increasing number of financial advisers need an exit strategy. The combination of an aging demographic and fewer entrants into the field creates both challenges and opportunities. Acquiring a new business could be the perfect way for younger advisers to catapult their business to the next level.
From CNBC
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Summary:Practice-management literature directs financial advisors to leverage their time more effectively through the use of interns and/or the hiring of younger planners.However, it seldom provides advice on the process of finding the next generation of financial advisors. The challenge is always where to find good candidates, how to keep a talented young advisor busy with productive work, or why clients might be interested in a firm's hiring processes.
