From InvestmentNews
Added on January 2019 in M&A Issues
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Summary: The financial market volatility that picked up in earnest last year was not enough to derail the pace of consolidation among registered investment advisers.
From ThinkAdvisor
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Summary: In explaining the conflicting findings of a recent survey of advisors and investors who have—and don’t have—advisors, John Diehl of Hartford Funds didn’t hesitate to address the elephant in the room: Are we in the early stages of a significant market pullback? Should advisors merely send palliative messages to clients on how markets can go up or down, if they communicate at all with their clients?
From IRIS
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Summary: Once upon a time social media was something that was kept in the corner in marketing, somebody tweeted on it, every now and again. People dabbled a bit on LinkedIn and Facebook, but it wasn’t really central to what marketing did. People pretty much forgot about it. People didn’t put any resources into it so they didn’t get much from it.
From InvestmentNews
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Summary: After spending most of a decade offering guidance and stern warnings, regulators are ready to put enforcement muscle behind cybersecurity rules.
From Advisor Perpectives
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Summary: Our firm is running full tilt and has been growing significantly over the last few years. Our founder has been personally involved in every single hire we’ve made from our inception 14 years ago. Our growth has forced us to hire people perhaps a bit more quickly than we would have preferred, but we haven’t had much choice because our workload is growing exponentially.
