It's not hard to think up how a firm, any firm, could be better organized. The trick--and it's a big one--is to actually make the transition to the new organizational structure. For one thing, you have to overcome the workload inertia of just doing things the old way because "we're in a hurry, and it's easier." For another, no matter how much people want to make their firm better, major change is scary for everyone in the firm, whether they admit it or not. Even if, as was the case with Financial Management Group, it's the employees who are asking for change, making real changes is still hard. It sometimes takes years to transition into a new organization, getting people in the right jobs, finding their unique strengths, making lead advisors into managers, and all the other steps.
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
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Looking at securities through the lens of factors
New advisor survey results spotlight disconnects.
Many of the old stereotypes of emerging markets no longer fit.
Dec 12, 2017
Join this webcast to see how Trisha Qualy, Director of Wealth Management at AdvisorNet Financial, took client assets from $100 million to $1.3 billion in...
Nov 15, 2017
Join this complimentary webcast to learn innovative strategies that have proven effective in containing rising health costs.
Nov 02, 2017
Join this conversation as a panel of experts provides tips and best practices to optimize your tech resources for business growth.