From Think Advisor
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Summary: A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
From Financial Planning
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Summary: When it comes to pricing, charging clients a percent of assets under management — often around 1% — remains the heavyweight champion of the independent financial advisory world. Yet the venerable model faces challenges from a variety of contenders, including variations on flat fees, hourly billing and charging on a percentage of other financial metrics.
From Wall Street Journal
Added on April 2015 in Join an RIA
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Summary: Starved for young talent, brokerages are trying to sell a new generation on the joys of becoming an adviser. One key to doing that, they have learned, is to not call advising a sales job.
From Advisor Perpectives
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Summary: Beverly Flaxington provides insight to the best way to integrate a new, young advisor into our practice for an advisor who say their firrm is too small to have a formal training program and doesn't have time to sit with someone and provide step-by-step instruction.
From InvestmentNews
Added on April 2015 in Join an RIA
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Summary: Each of the six next-generation advisers InvestmentNews has followed over the past year — their first in the financial advice business — is finding his or her own focus in this changing industry.
