From ThinkAdvisor
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Summary: A financial advisory practice is a business and you have to make sure you can handle growth in a scalable manner, but just because your practice has just the right number of clients now doesn’t mean you can write off marketing.
From ThinkAdvisor
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Summary: Cybersecurity continues to be registered investment advisors’ top compliance challenge, with 81% of advisors polled in a just-released Investment Adviser Association survey placing it at the top of their list, the fifth year cyber has held the spot, and nearly two-thirds indicating that their firms increased compliance testing in this area over the past year.
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.
