From ThinkAdvisor
0 visitor like this article | Viewed 3373 times | 0 comment
Summary: The top 10 wealth management trends that Aite Group sees for 2019 aren’t shocking, and in fact the firm itself sees them as “revisiting the value chain.” In a presentation, several firm experts discussed the trends. Here are those trends and a brief description.
From InvestmentNews
Added on February 2019 in Join an RIA
0 visitor like this article | Viewed 4663 times | 0 comment
Summary: Seeking either to build on or create momentum with potential recruits, three large brokerage networks — Wells Fargo Advisors, LPL Financial and Cetera Financial Group — are beginning 2019 with substantial offers to lure brokers and financial advisers to change employers and move their businesses to a new address.
From WealthManagement.com
0 visitor like this article | Viewed 3536 times | 0 comment
Summary: Financial advisor conferences have booked anyone from Vanilla Ice to John Mellencamp to perform at their annual events.
From RIA Match
0 visitor like this article | Viewed 3260 times | 0 comment
Summary: Sole owner of 32 yr old small hybrid independent RIA/BD. Looking at succession but not full retirement. Seeking experienced break away individual to join me and learn the fee business while they manage their existing, portable book w/o any quotas and bureaucracy. The eventual goal is to become my successor. Spotless compliance record required. A unique opportunity.
From ThinkAdvisor
0 visitor like this article | Viewed 4001 times | 0 comment
Summary: Mark Tibergien, CEO of Advisor Solutions at BNY Mellon | Pershing, has a message for RIA firms that want to grow in a market increasingly dominated by $1 billion-plus AUM firms: Share the wealth.
