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."
From Financial Planning
Added on July 2018 in M&A Issues
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Summary: The exuberance currently surrounding mergers and acquisitions "makes me nervous," Liz Nesvold, managing partner of Silver Lane Advisors told advisors at Pershing's RIA Symposium in New York.
From ThinkAdvisor
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Summary:The RIA industry seems to be in a sweet spot: Demand for financial advice and planning is growing while the number of advisors is shrinking, but firms are also facing many challenges.
From Barron's Advisor Center
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Summary: If you’re following baseball this summer, you’re likely to hear talk about exit velocity. That’s the measurement of a baseball’s speed as it comes off the bat, right after the batter makes contact. Attaining a higher than average exit velocity is a primary goal for batters because heavy hitters have a better chance of reaching base.
