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Summary: The advisory business is moving quickly these days with mergers and acquisitions, new technology and growth of assets under management. In a new white paper, Morningstar and Mercer outlined five 2020 trends wealth management firms and family offices can’t miss to make sure they differentiate themselves from the competition.
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Summary: Welcome to the December 2019 issue of the Latest News in Financial Adviser #Fintech — where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!
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Summary: When we look at back at the biggest changes in our industry’s regulatory and legislative landscape in 2019, the headline items will no doubt be the SEC’s Regulation Best Interest and passage of the SECURE Act.
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Summary: Introversion is more common than most people think, researchers have found. Introverts are everywhere, even in people-focused careers like financial planning.
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Summary: My name is Bill McGuire and I am RIA Match's Director of Strategic Business Development, with over a decade of experience working with RIAs. I'm editor for Knowledge and Insights Digest and My Story weekly subscriber blog. If you haven't written your 'My Story' yet or have a platform question, email me at support@riamatch.com
