From InvestmentNews
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Summary: The Securities and Exchange Commission's new reforms on financial advice could push firms to rethink how they invest in technology.
From RIA Match
Added on June 2019 in M&A Issues
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Value Proposition: I am a NextGen advisor who is looking for a firm who can utilize my skills to their full potential. Working through the politics at a wirehouse has stunted my growth potential and management does not understand the value I can provide. Reach out if you want someone who knows how to connect to the NextGen!
From IRIS
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Summary: The breakaway movement has altogether altered the advisory landscape, and the industry has responded in kind to answer the needs of an ever-increasing number of advisors in search of the greater freedom and flexibility of independence.
From Advisor Perspectives
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Summary: Advisors have been slow to adapt the latest marketing trends. I still see many who rely on traditional marketing, such as seminars, dinners, lunch and learns, referrals/word of mouth, postcards/snail mail, rather than digital marketing.
From WealthManagement.com
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Summary: Traditional financial advisors often struggle to serve small-account clients because the preparation and execution of their financial plans is barely, if ever, profitable. Yet, a study by Facet Wealth shows that many advisors are still serving these small accounts, with many not enforcing their firm’s account minimums.
