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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.
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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.
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Summary The SEC is keeping an eagle eye on RIAs who overcharge their clients or incorrectly bill them.
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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.
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Summary: Years ago, when I worked as a financial advisor at a major brokerage firm, we learned highly sophisticated ways to analyze clients’ investment ideas so we could consistently tell them “no.”
