From Financial Planning
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Summary: Inheriting a retiring advisor's book of clients is a quick way for advisors to boost their business, even double it. But don't underestimate the amount of work that goes into it, say advisors who have been through the process. It takes enormous patience and effort to get up to speed on so many new clients.
From WealthManagement.com
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Summary: Brokers aren’t the only ones who should be concerned about the Department of Labor’s fiduciary proposal, according to a brokerage industry trade group. The Financial Services Institute reiterated Tuesday that imposing a fiduciary mandate on advisors to retirement accounts would be a costly and complex burden for all advisors, regardless of business model.
From Think Advisor
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Summary: Ten years after it introduced its Advisor Services platform and one year after it completed distribution of a revamped version, Scottrade is holding a series of workshops around the country to help advisors adopt strategies and tactics to grow their businesses.
From WealthManagement.com
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Summary: RIAs have drawn advisors and assets from the wirehouses and other brokerage segments at an impressive pace; Aite Group, the Boston-based research firm, notes the independent RIA channel is the only one in the industry to grow market share since the crash, taking a 13.7 percent share of $17 trillion in client assets in 2013.
From IRIS
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Summary: If you have realized that your conflict with your partner isn’t going away, that self-awareness bodes well. But you may be wondering, “we spent hours talking about our problem with little to no change, how is talking some more to a stranger going to help us?”
