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Summary: For years, financial industry writers and consultants have probed every aspect of how to create a smooth succession for financial advisory practices.
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Summary: Though the financial services industry has undergone a wave of head-turning transformations in recent years, spurred on, in part, by a mix of demographic trends, the looming threat of robo platforms and the increasingly complex regulatory environment, one issue remains as relevant today as it was 10 years ago: succession planning.
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Summary: Should you hire an intern next summer? Yes, say planners who have done it, saying that it’s best if you have substantial work that an intern can do. But how do you know if your needs match what an intern has to offer?
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Summary: In my experience most financial advisers are poor at valuing the advice they give. This is despite a number of excellent studies highlighting the difference an adviser can make to a consumers wellbeing and net worth, as well as the experience of the advisers themselves over the course of their careers. It is worth noting that I am not referring to being poor atexpressing the value – which we usually are – but we are poor at actuallyputting the proper value on the advice itself.
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Summary: For One Capital, its sponsorship of one of the two Porsche Cayman GT4 Clubsport cars owned by CJ Wilson Racing that compete in the IMSA Continental Tire SportsCar Challenge circuit is a bold, non-traditional attempt to reach a certain market demographic. But it’s also uncharacteristic of One Capital’s usual operating philosophy.
