From WealthManagement.com
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Summary: One of the most common questions I hear from financial advisors who are on teams is about succession planning. Whether it’s the senior financial advisor (team leader) thinking of slowing down (or retiring), a junior financial advisor asking for a roadmap, or even a sole practitioner thinking of selling their practice—it’s become a serious industry issue.
From Think Advisor
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Summary: The biggest driver of digital advice over the next five years will be the conversion of clients from traditional brokerage relationships to robo-advisors. That’s what Cerulli Associates reports in its 2018 retail investor survey that found a whopping 59% of investors aware of not a single digital-advice platform of the 10 presented in the questionnaire.
From InvestmentNews
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Summary: I just read a story on social media about some guy who time-traveled here from 2030 to tell us what's going to happen this year.
From ThinkAdvisor
Added on January 2019 in M&A Issues
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Summary: “M&A in wealth management is red hot — there is a frothiness out there,” Dave Barton, vice chairman of Mercer Advisors, said during a panel discussion at last month’s MarketCounsel Summit in Las Vegas.
From InvestmentNews
Added on January 2019 in Form an RIA
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Summary: Going independent as a Registered Investment Advisor (RIA) is a decision requiring considerable thought and planning. In this second of a three-part series, InvestmentNews Content Strategy Studio explores how one advisor — Reza Zamani, Senior Partner of Steel Peak Wealth Management in Woodland Hills, Calif. — decided to make the move, and how Schwab Advisor ServicesTM not only helped with the transition, but also continues to support Steel Peak's growth.
