From WealthManagement.com
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Summary: With slightly more than one in 10 financial advisors under the age of 40, firms need to find more ways to develop and attract younger talent. And according to a new study from J.D. Power, these younger advisors want more integration of technology at their respective firms, including more acceptance of mobile tools and social media.
From InvestmentNews
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Summary: Some industry experts expect consumers will increasingly earn income from nontraditional, un-salaried jobs and believe advisers stand to benefit from this so-called "gig economy."
From ThinkAdvisor
Added on July 2019 in M&A Issues
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Summary: The wealth management M&A market remained robust in the second quarter, with a record 52 transactions recorded by Echelon Partners M&A deal tracker.
From InvestmentNews
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Summary: With the July 4 holiday fresh in our minds, it strikes me that the word "independence" by itself no longer accurately describes the phenomenon that is changing the wealth management industry today.
From RIA Match
Added on July 2019 in M&A Issues
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Summary: We are looking to expand our client based as we are licensed in most of the south. We want 20 years in the industry as licensed 65 and 7 advisors. Female owned and looking to grow.
