Born to be exceptional. She is one of American Portfolios’ top 10 producers and among the top 5 percent of advisors in our industry. She is also the person behind a successful wealth management practice in Wheaton, Ill., which bears her name; she is Theresa Hannon Financial Group, Ltd., but everyone knows her as Terry.
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Many estimates for renewal energy growth were made prior to the onset of the COVID-19 pandemic and the collapse in oil prices. Worries are building that with cheaper oil and a sustained disruption in global supply chains, renewable energy may lose momentum.
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To achieve sustainability in your financial planning practice, you have to ask yourself some tough questions: Should we further outsource our money management for clients? How do we compete in an environment where clients are relying more on technology? Does charging fees based on AUM really work for younger clients?
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Investment professionals can do more than simply survive this emerging era of shrinking margins. Advisors can thrive, provided they find ways to create operational leverage, scale and high-value services due to fee compression.
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The tax treatment of carried interest is a hot topic these days, as politicians from both parties denounce it as unjust and a concession to the privileged elite and politically influential.
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