From Financial Planning
0 visitor like this article | Viewed 3899 times | 0 comment
Summary: The typical firm increased its client base nearly 8%, and median RIA revenue growth soared nearly 16%, the biggest percentage gain in seven years, according to TD Ameritrade Institutional's annual industry benchmarking study.
From Financial Planning
0 visitor like this article | Viewed 3528 times | 0 comment
Summary: I’ve been watching, with increasing dismay, the trend of non-financial planners taking over ownership of planning firms. We have private equity firms buying financial services firms, and financial services firms that are either going public or promising to as part of their rollup pitch to independent advisors. The distress became especially acute when Focus Financial Partners went public and raised just over $600 million from its new shareholders.
From RIA Match
0 visitor like this article | Viewed 3408 times | 0 comment
Summary: Annually we report on our subscriber data to provide insights to advisory firm principals as they refine their firm's succession and strategic growth plans. A completed RIA Match profile includes comprehensive information from up to 72 data points. This aggregrated data offers insights from over 4,500 subscribers. Download the Subscriber Infographic where we provide a snapshot of the advisor types, trends and goals. Be curious and communicate with your matches!
From ThinkAdvisor
Added on August 2018 in Form an RIA
0 visitor like this article | Viewed 4203 times | 0 comment
Summary: It’s a given that registered investment advisors must have “scale” to grow. But how much scale (aka size) is needed to deliver the highest level of value to clients and produce strong returns for RIA owners and team members?
From ThinkAdvisor
0 visitor like this article | Viewed 3528 times | 0 comment
Summary: The deadline for comments on the Securities and Exchange Commission’s sweeping advice standards package for brokers and advisors ended Tuesday, and at midday, comments were still streaming into the agency.
