2016 can easily be described as a year of tumult and volatility. Yet, amidst all of the drama, firms are working to meet the challenges of a more stringent regulatory environment and business models are evolving. While advisors ride a roller coaster of change, new opportunities are emerging for those who keep their eye not on the headlines, but on their future.
So to help you prepare, we share with you our annual forecast of the coming year, along with some highlights of the past 6 months from our own Perspectives blog for financial advisors.
Readying for 2017: 6 Predictions Following a Year of Volatility
The forecast is for a new year of “balance”—but not without change. Read more…
The Future of Recruiting Opportunities
Looking at the Future of Recruiting Deals Through the Clouds of Uncertainty
Digesting the Impact of the DoL’s New World Order on Recruiting Deals
DOL FAQ #12 and its Impact on Recruiting
The Post-DOL World: Its Likely Impact on Recruiting Deals
The New Golden Rule for Advisors on the Move
The First Date: 5 Questions Every Advisor Should be Asking…And it’s Not About the Money
Meet the Hiring Manager: 5 Traits to Watch For
Surprise: You’ve Been Terminated!
Independence for the “Not That Entrepreneurial” Advisor
“Am I too old to go independent?”
IBD vs. RIA: Which way should an advisor go?
Independent Broker Dealers
The Enduring Appeal of the Independent Broker Dealer
Mergers and Acquisitions
From the Eye of the Beholder: How Attractive is Your Firm to a Seller
Looking To the Future
Looking at Sunset Programs in a Whole New Light
Looking at Your Future With a Beginner’s Mind
Push vs Pull: When Desire Wins Out Over Frustration