Here they come! I’ve always been fascinated by generational differences and there is no shortage of research on what defines different generations. I’m particularly excited about Gen Z, mostly because I see the promise and potential as a parent of two Gen Z kids and my interactions with them and their friends. I often find …
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. How do you visualize the organizational structure that best leverages the strengths of your staff and puts you on a path for fast, profitable growth? I recently met with the chief operating officer (COO) of a rapidly growing wealth management …
Designing an Organizational Structure to be a Future-Ready Business Read More »
I love the article that Bob Veres wrote last week in VettaFi Advisor Perspectives titled; How Custodial Competition will Transform the Advisor Space. The reality is that advisors have more custodial partner firm options than they have ever had. I don’t think that anyone would argue that this is a bad thing. While the choices in the past were more …
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