From investmentnews
1 visitor like this article | Viewed 3151 times | 0 comment
Summary: Many fee-only registered investment advisory firms are sitting pretty after strong growth in 2013, when rising markets perked performance across the board. But don't get too comfortable, industry experts warn.
From CNBC
1 visitor like this article | Viewed 3836 times | 0 comment
Summary: We take our fiduciary responsibilities seriously, advising and planning in an effort to ensure that each of our clients will be well cared for financially. Yet when it comes to planning for our own legacy, far too many of us fail to conduct adequate planning around what is likely our single most valuable asset: our business.
From Financial Planning
Added on June 2014 in M&A Issues
0 visitor like this article | Viewed 3885 times | 0 comment
Summary: Planning industry elder statesman Harold Evensky and his team at Evensky & Katz have merged with a firm founded by a former client and employee to form a firm with $1.9 billion in assets under management.
From wealthmanagement.com
1 visitor like this article | Viewed 3684 times | 0 comment
Summary: When successful business owners reach a certain age, it becomes imperative that they address the issue of succession planning. Many of them may have been dodging this particular conversation for years, yet they often come to their advisors with seemingly ironclad convictions about how they’d like the succession to play out.
From Financial Advisor IQ
1 visitor like this article | Viewed 3241 times | 0 comment
Summary: More U.S. colleges and universities are offering degree programs in financial planning, CNBC.com reports. Yet even these new initiatives aren’t expected to go very far toward addressing the severe advisor shortfall many in the industry expect as boomer practitioners retire over the next 10 to 20 years.
