0 visitor like this article | Viewed 2771 times | 0 comment
Summary: If the past is any indicator, adviser moves are likely to pick up steam in the first quarter, according to an analysis of InvestmentNews' Advisers on the Move database, which tracks teams of advisers and brokers changing firms.
1 visitor like this article | Viewed 2707 times | 0 comment
Summary: Independent financial advisors constitute a young profession, but they and their partners over the past 35 years—the years that Investment Advisor magazine has been published—have always helped shape societal trends, technology and regulation. For this profession to thrive in the years ahead, it must harness five major transformative trends already in process.
0 visitor like this article | Viewed 2766 times | 0 comment
Summary: We're just overwhelmed with life." That was my response to an attorney looking for insight into the obstacles facing Generation X. I'd referred a number of 30- and 40-something financial-planning clients to this attorney. All were in need of estate-planning documents.
1 visitor like this article | Viewed 2747 times | 0 comment
Summary: 2014 featured a number of major developments in the financial industry. High-profile money managers changed firms, financial empires rose and fell, and the advice industry continued to undergo major changes. As the year draws to a close, we’ve taken a look back and resurfaced 10 of the biggest stories for advisers in 2014.
1 visitor like this article | Viewed 2704 times | 0 comment
Summary: With 2015 just around the corner, we asked industry executives about their professional and personal resolutions for the coming year. Check out these eight New Year’s resolutions ranging from increased communication to stepped-up technology knowledge.
