Added on February 2015 in Join an RIA
1 visitor like this article | Viewed 3564 times | 0 comment
Summary: For an advisor, a prospective new firm and a nice up-front check might be the best thing since sliced bread, but if a sizeable portion of the client base doesn’t follow, the move could prove disastrous. So before an advisor’s thought process starts to revolve around nicer office space, greater payout, or the ability to do more business, he or she must first consider things from their clients’ perspective.
Added on February 2015 in Join an RIA
1 visitor like this article | Viewed 3382 times | 0 comment
Summary: A season of self-reflection has descended on financial advisors, as retention packages for top producers are expiring and the industry landscape continues to evolve. In this environment, advisors are asking themselves questions like: What are my goals, and how have they changed?
Added on February 2015 in Join an RIA
1 visitor like this article | Viewed 3383 times | 0 comment
Summary: Advisors are on the move. The conditions are perfect -- which is another way of saying the six-year-run of notching record gains in the stock market may be coming to an end. Despite years of sky-high recruiting packages, advisors have been hesitant to move. Making money in a market that has returned nearly 200% since the lows of 2009 has been relatively easy. Plus, firms have been handing out retention bonuses to keep everyone right where they are. In such a good business environment, why move?
Added on February 2015 in Join an RIA
1 visitor like this article | Viewed 3806 times | 0 comment
Summary: The biggest firms are falling short of filling the pipeline with a steady supply of young financial advisors who can replace an aging advisor population within the employee advisory channel, according to our annual grouping of the wealth management industry's top recruiters.
Added on January 2015 in Join an RIA
3 visitors like this article | Viewed 3293 times | 0 comment
Summary: A ranking of America's top jobs found that financial advice increasingly is a terrific profession, moving up 16 spots on the U.S. News and World Report list from last year.
