From Think Advisor
Added on January 2014 in Join an RIA
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Summary: If you’re a financial advisor, or looking to become one, there’s good news on how this occupation stacks up against other jobs in the business world, according to U.S. News’ most recent Best Jobs rankings. The rankings found that the financial advisory profession has one of the lowest unemployment rates and one of the highest job growth rates around.
From Financial Advisor Magazine
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Summary: If you went to sleep tonight and didn’t wake up, would you entrust your family’s money to your wealth management firm? Does your firm have a succession plan that would kick in for this type of crisis that would leave your heirs (and your clients) safe and secure?
From Financial Planning
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Summary: By now you should be aware of the talent shortage and recruiting challenges facing the financial planning profession. So once you do finally get everyone onboard and in the right seats for your organization, what should you be doing to ensure that your culture and management mentality perpetuate an attractive place for them to work and grow for years to come? Here are some things to remember and tips to consider.
From InvestmentNews
Added on January 2014 in Other Ideas
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Summary: Financial advisers seeking to build relationships with the fastest growing demographic in America just need to reach out and connect with it. The Hispanic community has a significant unmet need for financial advisory services, has been historically underserved by advisers — thanks to a handful of common misconceptions — and would be very receptive to financial advice if only advisers reached out, according to a study by Prudential Financial Inc.
From wealthmanagement.com
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Summary: Lately the industry’s been a bit obsessive over “the great wealth transfer” and how advisors can appeal to Next Gen investors. But a new PriceMetrix study shows these clients are not as coveted as previously thought. PriceMetrix found that while client retention has been high in recent years—advisors retained 90 percent of clients in 2013— there are several factors that cause retention rates to vary significantly, including age and income.
