From InvestmentNews
Added on April 2019 in M&A Issues
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Summary: As society becomes more diverse, it's time for a broader swath of the independent financial advice industry to reflect the country's changing demographics. Simply put, we need more women, young people and ethnocultural minority advisers and support staff.
From InvestmentNews
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Summary: Six firms received InvestmentNews Innovation Awards Wednesday night for their creative and effective approaches to helping advisers run better businesses, improve client outcomes and tackle other planning industry challenges.
From Financial Planning
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Summary: In a bid to focus on its core goal of helping affiliated RIAs grow, TD Ameritrade is offloading its retirement plan custody and trust assets to a fast-growing fintech firm.
From RIA Match
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Summary: We are a boutique wealth management firm with offices in NYC, Westchester and Long Island. We provide asset and wealth management, risk and protection management, financial planning, as well as trust and legal services to our clients. We are looking to continue to grow our business by helping advisors with succession strategies and by acquiring other practices. We will entertain any and all ideas
From InvestmentNews
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Summary: For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is.
