Addictive behavior is never pretty and the same can be said for broker recruiting checks. They belong in the same category because they can have such a deleterious effect on those entrusted with the responsibility of managing money for others.
My first day of production on Wall Street was the day the market crashed in October 1987. Coincidentally, in the new movie, The Wolf of Wall Street, it also was the day that the film’s lead character, Jordan Belfort, started work at a legitimate Wall Street firm that subsequently closed.
The advisory practice of the future is alive and well today, but most firms have not future-proofed their practices to stay ahead of the curve. Are you prepared to adapt to the shifting landscape?...More
Predictable cash flow for companies, sustainable dividends for investors. Those are just two of the potential benefits of the "razor and blades" business model that innovative companies around the world have been adopting....More
If given the chance to do it over, advisors say they would put more effort into planning their transitions. What works best for you depends on your needs and goals. Don’t rush it. Explore your options....More