From WealthManagement.com
Added on September 2018 in Join an RIA
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From ThinkAdvisor
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From FA Magazine
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Summary: The fact that they have a new home and continued financial advice is a testament to pre-planning, according to the principals in both firms.It also shows the importance of having a succession plan in place, even while firms are successful and the partners are healthy, and of revisiting that plan regularly.
From WealthManagement.com
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Summary: Even though the rule is dead, with little signs of life in the near future, the ruling affected how advisors approach investment selections as well as modes of compensation. The average investor is becoming more educated when it comes to their investments, which is long overdue. Investors are becoming aware of fees and the idea of conflict-free advice. This much welcomed empowerment of the investor has pressured advisors to take a deeper look at how they’re investing clients’ money and at what compensation the advisor is getting.
From Financial Planning
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Summary: When it comes to technological change, financial advisors no longer compete only against brokers, robo advisors and other advisory firms. Consumers also judge their RIAs against the convenience and responsiveness set by disruptors such as Google, Amazon and Uber.
