From Financial Planning
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Summary:There’s nothing like a new year to inspire deep reflection.
On the one hand, Jan. 1 gives us the chance to look back and reflect on the past 365 days with their ups and downs. On the other hand, it spurs us on to look forward; to use our past losses to propel us to future wins.
From Financial Planning
Added on January 2019 in M&A Issues
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Summary: Veteran dealmaker Peter Raimondi just acquired a tax practice for his latest wealth management firm and hopes to purchase at least two RIAs by the end of the year. And he says there’s a good chance he won’t have to pay as much as he would have last year.
From InvestmentNews
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Summary: In order to help female professionals build rewarding careers in the financial advice industry, leaders in our space should understand that the model for success for female advisers looks different in some key ways than what we have seen before.
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.
