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Voices4 rules for talking to tech vendors at conferences

From Financial Planning
Added on November 2019 in Manage Your Practice
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Summary: There’s no shortage of technology vendors lining the exhibit halls at RIA industry conferences. This is a good thing — competition breeds innovation, drives down costs and improves offerings for RIAs. But without the right approach, advisors can come away from these events more confused about their firm’s tech needs than when they started.

Finding the Gap Between Where You Are Now and Where You Want to Be

From wealthmanagement.com
Added on November 2019 in Join an RIA
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Summary: As the year winds down in preparation for the coming of 2020, now is the perfect time to take a step back, revisit your goals and develop a plan to achieve them. But “goal planning” processes often get put aside because they seem complicated and time-consuming, or are preempted by day-to-day business requirements.

RIA consolidation could put $2.4 trillion in play over next decade

From InvestmentNews
Added on November 2019 in M&A Issues
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Summary: The aging financial adviser demographic is expected to put $1.6 trillion worth of client assets in play over the next five to 10 years, according to research from Cerulli Associates.

What's fueling the M&A frenzy?

From
Added on November 2019 in M&A Issues
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What's fueling the M&A frenzy?

From
Added on November 2019 in M&A Issues
0 visitor like this article | Viewed 1 time | 0 comment
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