From InvestmentNews
Added on December 2013 in Join an RIA
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Summary: It is important to examine the key issues, pros and cons to consider before considering a transition to an RIA. And although we often say decisions in life are “not about the money,” they generally are, so let's have a look. A look at compensation structures show that equity is as a good as a “check”.
From INC
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Summary: Management fads come and go, but some things just don’t change. The fundamental values of good leadership and management determine just how effective you really are as a boss. Great bosses consistently inspire employees to perform well and remain loyal. Needless to say, those qualities play a major role in the long-term success of your business. Therefore, make sure you're doing the following seven things every day:
From By All Accounts
Added on December 2013 in Other Ideas
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Summary: What will happen in the financial services industry in 2014 in the world of compliance? What trends will predominate as financial advisors seek to meet regulatory requirements, and which issues will come to the fore? Furthermore, what issues that have been key compliance mandates in the past will continue to dominate the discussion?
From Think Advisor
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Summary: With financial planning software now attracting the over-50 set, United Capital’s Stephanie Bogan says the best defense is establishing value in a consumer-friendly way.
From wealthmanagement.com
Added on December 2013 in Other Ideas
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Summary: The WealthManagement.com list of the Ten Best Business Books, now in its second year, recognizes the most useful business books for financial professionals. Over 25,000 business books were published in 2013. WealthManagement.com editors got together and think that readers who check out the following books will be well rewarded. As always, we tried for a mix of the high-profile, the hidden gems, and we threw in a financial thriller for fun. In each case, a key takeaway is offered.
