From FA Magazine
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Summary: Long-distance cycling has delivered many lessons that have contributed to me helping FAs run better businesses and live better lives.
From Financial Advisor IQ
Added on March 2017 in Form an RIA
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Summary: Financial advice firms resent getting slapped for the same infraction by several regulators, InvestmentNews writes. But the current state of affairs also means companies are less likely to settle, one attorney tells the publication.
From InvestmentNews
Added on March 2017 in Other Ideas
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Summary: A study of higher education faculty by Fidelity Investments found that while professors say they understand many fundamental financial concepts, they feel they need help in other areas, including understanding health care costs (34%) and choosing specific investments (32%).
From WealthManagement.com
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Summary: Goals that motivate, which are the only true goals, require a certain mindset. They must be both significant and have a heart and soul commitment. This requires a person to take the risk of failing at achieving something that’s very important to them. For a lot of people, this is extremely uncomfortable. As a result, if they do set goals, they are fairly easy to attain; there’s no real buy-in, and little, if anything changes.
From WealthManagement.com
Added on March 2017 in Join an RIA
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Summary: When the markets crashed in 2008, many advisors, and their clients, became disillusioned with the model portfolios and third party strategists on offer from their home offices.
