From InvestmentNews
Added on October 2023 in Form an RIA
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Summary: Most financial advisors base investment decisions on home office models, with new data showing that the profession continues to move more toward planning and customer service.
From Wealth Management
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Summary: [ebook] Connecting with your clients through personalized marketing can lead to stronger professional relationships. Not only will you attract the type of clients you want to serve, but you’ll also build trust with them as an advisor who truly understands their needs.
From Wealth Solutions Report
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Summary: Consultancy and research firm Herbers & Company announced the results of its 2023 Herbers & Company Service Market Growth Study, which surveyed 1,598 investors and 724 advisory firms, highlighting industry trends and gaps between service and demand.
From ThinkAdvisor
Added on August 2023 in M&A Issues
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Summary: Clearly, there has been a broad slowdown in mergers and acquisitions globally. But the picture is less straightforward when it comes to M&A in the wealth management space, where a 2023 slowdown is hotly debated.
From InvestmentNews
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Summary: Many investment advisors broke out in a cold sweat when the SEC announced in May 2021 that the landmark marketing rule the agency had approved the previous December would go into force on Nov. 4, 2022.
