From Think Advisor
Added on December 2013 in Other Ideas
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Summary: A next-gen group of advisors takes on the difficult task of identifying their practices in 2025. The group discussed the individual rep model, how client relationships will be characterized, technology and the systems that will need to be developed (at both the advisor and client levels), as well as a number of other issues.
From Financial Planning
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Summary: Professors at the leading financial planning programs say many of their graduates have little trouble finding work in an industry that is hungry for talent. The majority of William Paterson's spring 2013 financial planning graduates have already landed jobs, many with RIA firms. Texas Tech University, which houses the nation's biggest financial planning program, boasts a 95% placement rate.
From Financial Planning Association
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Summary: Whether you own a planning firm with one or many employees, or are an employee yourself, understanding the rules around classifying employees as exempt or non-exempt—in other words, who is eligible for overtime and who is not—can prevent misunderstandings, hard feelings, audits, and penalties
From Financial Planning
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Summary: A select group of financial advisors have already reached more than $50 million in assets under management despite having less than five years of experience. This group accounted for just 5.1% of the more than 2,100 financial advisors surveyed recently by CEG Worldwide, but their success led us to ask: This slide show provides an overview of what traits and behaviors help set this group apart.
From InvestmentNews
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Summary: While the precise statistics vary depending on the source, all studies point to the fact that less than 25% of advisers have viable succession plans in place. Looking at the demographics of our industry drives this point home further. According to Cerulli Associates Inc., across all channels, including RIAs and wirehouses, advisers who are at least 60 control more than $2.3 trillion in client assets. For advisers like these, there has never been an industrywide solution to help protect their clients, their employees and their families for the long term.
