From Financial Advisor IQ
Added on March 2017 in Form an RIA
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Summary: For financial advisors, acting prudently means more than just following rules, Joe Bert writes in Kiplinger. Advisors should aim for a higher level of care for their clients by being guided by principles.
From InvestmentNews
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Summary: Seventeen years ago, when Brighton Jones launched as an advisory firm billing clients based on their total net worth, it was a rare and innovative fee structure in the financial planning business.
From ThinkAdvisor
Added on March 2017 in Other Ideas
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Summary: It’s been well-documented that women earn less than men for the same or equivalent job and are less likely to be promoted than their male counterparts. Now a study released by the National Bureau of Economic Research has unearthed what they call a “new type of discrimination” in the financial services industry: discrimination in job termination.
From InvestmentNews
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Summary: [SLIDESHOW] Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300 advisory firms that participated in the study are investing.
From LinkedIn
Added on March 2017 in Join an RIA
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Summary: Hardly a conversation with an advisor goes by without discussing the desire to go independent. Having heard a lot about it – the freedom, flexibility, better take-home pay and the ability to build a true enterprise – many are sure that independence is for them. Yet, sometimes after digging deep, meeting with appropriate representatives, and really getting into the weeds during the due diligence process, some advisors reach the conclusion that – for a variety of reasons – what they thought they wanted doesn’t align with what’s ultimately practical.
