From FA Magazine
1 visitor like this article | Viewed 2776 times | 0 comment
Summary: Attracting women to the financial advisory profession remains a huge challenge, but those who’ve found their calling here are determined to tackle it. They’re leading initiatives that are part of broader efforts to attract, train and retain advisors who bear a strong resemblance to clients.
From InvestmentNews
1 visitor like this article | Viewed 2724 times | 0 comment
Summary: Whether founders are turning firms over to internal successors or making plans to be bought out down the road, transitions will be more successful if certain elements are crafted into the agreements.
From WealthManagement.com
1 visitor like this article | Viewed 2830 times | 0 comment
Summary: Thomas “Tif” Joyce, a solo advisor and owner of Sonoma County Wealth Advisors, started thinking about retirement in 2010. He wanted to extract the financial value of the practice, of course, but among all the options to do that, there was one non-negotiable: Nothing could interrupt the lives of his clients or his clients’ children.
From Financial Advisor
1 visitor like this article | Viewed 2798 times | 0 comment
Summary: There seems to be an advisor recruiting frenzy going on. As Cerulli Associates and others point out, it is more common than ever for advisors joining the independent ranks to join an existing firm.
From WealthManagement.com
1 visitor like this article | Viewed 2665 times | 0 comment
Summary: On a panel discussion at the TD Ameritrade National LINC conference, three advisors agreed that hiring a more diverse workforce, especially women, was on the top of their minds.
