From Barron's Advisor Center
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Summary: In the advisor-client relationship, the advisor provides advice and the consumer provides compensation for that advice. But advisors can—and should—learn from their clients, particularly when it comes to technology.
From Financial Planning
Added on July 2018 in M&A Issues
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Summary: Captrust Financial Advisors, which has bought 29 firms in the past 12 years, made its first purchase of 2018, closing a deal to acquire Catawba Capital Management , a Roanoke, Virginia-based advisory firm with around $1 billion in assets under management.
From InvestmentNews
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Summary: Advisers from all five classes of our 40 Under 40 winners describe changes they expect to see at their businesses in the next three years, predicting transformations in client reviews, fee models and even investments. Their responses were collected at the InvestmentNews <a style="color: rgb(185, 32, 37); font-weight: 700; text-decoration: none;" href="http://www.investmentnews.com/article/20180721/FEATURE/180729991/what-is-shaping-the-advice-business-of-tomorrow”%20target=" _blank"="" data-cke-saved-href="http://www.investmentnews.com/article/20180721/FEATURE/180729991/what-is-shaping-the-advice-business-of-tomorrow”%20target=">Future of Our Business event May 31 in New York.
From WealthManagement.com
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Summary: Cerulli Associates, a leading financial services market research firm, projects that more than one-third (35 percent) of financial advisors will retire in the next 10 years. In its wake, the next generation of advisors will inherit roughly $6 trillion of advisor-managed assets.
From InvestmentNews
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Summary: he future is already here, according to science-fiction writer William Gibson, who noted, "it's just not very evenly distributed."
