From IRIS
0 visitor like this article | Viewed 2722 times | 0 comment
Summary: Stories abound about people over 50 losing jobs and being forced to reinvent themselves, sometimes with very happy endings. But what about those who are fortunate enough to have jobs, but don’t love — or even like — their work anymore?
From WealthManagement.com
0 visitor like this article | Viewed 2820 times | 0 comment
Summary: Financial advisors report stress levels 25 percent higher than the national norm, according to a survey by FlexShares Exchange Traded Funds. The survey of nearly 700 advisors found that compliance and regulatory issues (29 percent) and challenges of growing their practices (25 percent) were the biggest stress inducers for advisors. Work-life balance (12 percent), “wear multiple hats” (10 percent) and tracking the state of the markets (8 percent) were the next biggest stressors for advisors.
From InvestmentNews
0 visitor like this article | Viewed 2830 times | 0 comment
Summary: Imagine arriving to work in the morning — the lights already powered on, the temperature set the way you like it, the coffee brewed — and being greeted by an assistant that spent all night preparing a prioritized list of opportunities for you and your clients.
From Barron's Advisor Center
0 visitor like this article | Viewed 2646 times | 0 comment
Summary The SEC is keeping an eagle eye on RIAs who overcharge their clients or incorrectly bill them.
From ThinkAdvisor
0 visitor like this article | Viewed 2952 times | 0 comment
Summary: Years ago, in a meandering conversation on what advisors need to be successful, the successful advisor and author Susan Hirshman caught me up short by telling me that it’s only one thing that advisors want and need to be successful: new, good clients.
