Home > 
Knowledge and Insight

All Articles


What to Do When You've Lost the Passion for Your Career

Added on April 2018 in Manage Your Practice
0 visitor like this article | Viewed 2721 times | 0 comment

Summary: Stories abound about people over 50 losing jobs and being forced to reinvent themselves, sometimes with very happy endings. But what about those who are fortunate enough to have jobs, but don’t love — or even like — their work anymore?

Financial Advisors More Stressed Than National Norm

Added on April 2018 in Manage Your Practice
0 visitor like this article | Viewed 2820 times | 0 comment

Summary: Financial advisors report stress levels 25 percent higher than the national norm, according to a survey by FlexShares Exchange Traded Funds. The survey of nearly 700 advisors found that compliance and regulatory issues (29 percent) and challenges of growing their practices (25 percent) were the biggest stress inducers for advisors. Work-life balance (12 percent), “wear multiple hats” (10 percent) and tracking the state of the markets (8 percent) were the next biggest stressors for advisors.

Artificial intelligence coming to life in financial advice

Added on April 2018 in Manage Your Practice
0 visitor like this article | Viewed 2828 times | 0 comment

Summary: Imagine arriving to work in the morning — the lights already powered on, the temperature set the way you like it, the coffee brewed — and being greeted by an assistant that spent all night preparing a prioritized list of opportunities for you and your clients.

SEC to Advisors: Don't Overcharge

Added on April 2018 in Manage Your Practice
0 visitor like this article | Viewed 2644 times | 0 comment

Summary The SEC is keeping an eagle eye on RIAs who overcharge their clients or incorrectly bill them.

Want New Clients in Your Neighborhood?

Added on April 2018 in Manage Your Practice
0 visitor like this article | Viewed 2950 times | 0 comment

Summary: Years ago, in a meandering conversation on what advisors need to be successful, the successful advisor and author Susan Hirshman caught me up short by telling me that it’s only one thing that advisors want and need to be successful: new, good clients.

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?