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Summary: So many advisors find themselves at a tipping point when they question whether their current firm is still the right “fit” for their careers, clients and lives. This self-reflection can be a daunting exercise — often spurred by an excess of frustration over inefficient processes, cultural changes within the organization, or even concern over their own legacy.
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Summary: Three advisers who have lived through both bitter partnership breaks and now an amicable one said the latter is worth the time and effort because it's easiest on clients.
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Summary: Despite all the talk about the aging financial advisor force, the industry still has a problem attracting and retaining young talent. But several Wall Street firms discussed their new techniques for bringing millennials into the business during a Securities Industry and Financial Markets Association seminar on Wednesday.
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Summary: It is not uncommon to hear established advisers discussing the use of technology to attract the next generation of clients and younger advisers to their firms. Some have also discovered that today's successful advisers have a great opportunity to harness technology for the wave of retiring baby boomers. Some advisers want to use technology to grow; others, to improve. Some want it all.
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Summary: The worlds of traditional wealth managers and upstart digital competitors collided on the same stage during the LinkedIn FinanceConnect conference in New York on Thursday, and the competition between the two simmered through exchanges.
