Age No Impediment to a Successful Succession Plan
A 32-year age gap exists between the founder and outgoing CEO of an RIA firm and his successor.
What Advisors Can Learn From Selling a House in 2015
So I’m selling the house I’ve lived in for the past 22 years, and the experience is much different this time around.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
Hire Slow, Fire Fast
“Most advisors don't have the guts to make the tough decisions,” the advisor said smugly as he described his latest business move.
A Good Executive Assistant Will Change Your Life
We’re not talking about a glorified secretarial position, but rather a chief of staff for your firm.
Good Medicine for an Ailing Advisory Team
For a practice in peril, the team doctor is ‘in.’
RIA, Dually Registered Assets To Reach 28% Market Share By 2018
New research from Cerulli Associates shows that independent RIAs experienced the strongest growth among the independent channels in 2013, increasing 17.1% to $1.67 trillion in total assets.
Fidelity Finds RIAs Seriously Lag in Marketing, Business Development
The 2014 Fidelity RIA Benchmarking Study shows that many RIA firms need to address marketing and business development strategically.
How to Differentiate Services Across Segmented Client Tiers
You know you should segment your client base into tiers, how exactly do you do so the right way?
Owners, You Gotta Learn to Share
To get the most out of junior partners and ensure a successful succession plan, owner-advisors need to share ownership.