From Financial Planning
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Summary: While there is indeed a large generational wealth transfer in the works, that alone shouldn't be the only reason advisors want to work with Gen X and millennial clients.
From Wall Street Journal
Added on October 2015 in Form an RIA
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Summary: When Mr. Strid, his father and his brother launched their own business, they knew that they would have to manage the human resources, technology and payroll functions that Wells used to handle. But doing so took up more time than they had anticipated, Mr. Strid says. In response, they decided to have Mr. Strid’s brother Paul assume the role of chief operating officer to handle the operations workload. They then hired another adviser to service Paul’s clients.
From RIABiz
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Summary: Whether you are following the presidential election debates or discussing financial advice, you can’t escape finding some reference to authenticity. With the American people sick and tired of phoniness from the services they buy to the politicians they elect, the search for authenticity permeates the culture.
From Wall Street Journal
Added on October 2015 in Form an RIA
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Summary: For financial advisers who launch their own independent practices, having equity is king. Those ownership stakes are very different from the shares many held in big securities firms that previously employed them. The private-company equity comes with big advantages but also risks.
From Think Advisor
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Summary: Service and scale are key areas where advisors can use technology to improve their business, according to Mitch Caplan, CEO of Jefferson National. Caplan recently participated in a panel at Peak Advisor Alliance’s Excell conference in Omaha, and shared some of the ideas he presented there with ThinkAdvisor on Tuesday.
