In my book, a senior advisor is really the top of the heap in the advisory profession: they are qualified to make all the decisions regarding their own clients, and typically manage their own client base, supported by (and mentoring) junior and associate advisors. The only "next step" is not a professional advancement, but a business decision to become a partner in the firm. From an employment standpoint, the compensation shouldn't change from senior advisor to partner, only the additional sharing in the profits or losses of the firm.
These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal, investment management in the new normal, and a forward-looking...
To learn how succession planning can help increase your practice value, download LPL's white paper, "Protect & Unlock Your Value through Succession Planning".
The College for Financial Planning is the leading provider of financial education with more than 135,000 graduates and 40+ years of experience educating the nation's...
Aug 27, 2015
Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is...
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.