Added on August 2016 in Other Ideas
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Summary: With an increasing number of the best independent advisory practices growing into full-blown firms, Barron’s asked some key executives to put this moment in time in perspective. Here are their comments:
Added on August 2016 in Other Ideas
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Summary: [VIDEO] Jamie Hopkins, Esq., MBA, RICP®, Co-Director of the New York Life Center for Retirement Income at The American College of Financial Services, joins Dr. Katy Votava, President and founder of health care consulting firm GOODCARE. The pair discuss how financial advisors can find resources for quality health care advice to recommend to their clients, including several websites that provide specialized Medicare consulting.
Added on August 2016 in Other Ideas
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Summary: In the 2015 Advisor Authority Study conducted by Jefferson National and Harris Poll, we learned that the most successful advisors are truly tech-obsessed. Advisors who manage more assets and generate more revenue spend substantially more on technology and adopt technology into their practice at twice the rate of the average advisor.
Added on August 2016 in Other Ideas
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Summary: The 10-year-old RIA aggregator — one of the advisory industry's largest— has confidentially filed an IPO that could value the company for as much as $1 billion, The Wall Street Journal reported.
Added on August 2016 in Other Ideas
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Summary: Financial planning doesn’t have to be your whole life, in fact, many clients like to hear about advisers’ hobbies and interests so they feel open to share their own passions. These five advisers are engaged in unexpected pursuits that soothe their souls — and often their competitive spirits — outside the office.
