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Serving Their Own
by Stacy Schultz
Financial planners spend much of their time preparing members of the 78 million-strong Baby Boom generation to retire in the coming decade or two. But many of them overlook the fact that the majority of planners are boomers themselves and are seeking to exit the business. This will make room for the next generation of professionals, who are eager to take over the industry. But differences between these cohorts of advisors, in terms of the clients they hope to serve, are already creating tension at some firms. more...
Two years after Hurricane Katrina, a new lease — and view — on life
by Aaron Siegel
NEW YORK — Gulf Coast financial advisers are standing on higher ground two years after Hurricane Katrina devastated that region. Marking the anniversary, advisers in the New Orleans area have reallocated portfolios, restructured their businesses and have come back stronger. more
Advisers split on preference for web-hosted applications
by Davis D. Janowski
No single vendor dominates the market for financial planning software and advisers are divided fairly evenly on whether they prefer self-hosted applications or applications hosted on the web. more...
