From Financial Planning
Added on July 2018 in M&A Issues
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Summary: Founded in 2007 by high-profile industry dealmaker Mark Hurley, Fiduciary Network has minority stakes in at least 17 independent firms, including Evensky & Katz Wealth Management, Sand Hill Global Advisors and Pathstone Federal Street.
From WealthManagement.com
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Summary: Today, firms in need of regulatory assistance often turn to their fellow advisors or a ubiquitous search engine—a model ripe for disruption, says a new technology company. As the gig economy, with its legions of on-demand drivers, home repair professionals, and even movers, continues to make waves, compliance and regulation are starting to see changes, too.
From InvestmentNews
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Summary: Technology's impact on everyday behavior has already forced advisers to rethink how they serve clients. Now it's forcing custodians to reconsider how they're serving advisers.
From InvestmentNews
Added on July 2018 in M&A Issues
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Summary: A record 48 mergers and acquisitions took place among registered investment advisory firms in the second quarter, according to Echelon Partners.
From IRIS
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Summary: A few years ago I was given this golden rule of thumb when meeting business principals.
If we meet in their office and I get the tour, things are good. If we meet at a local cafe, not so much.
It’s a great yardstick and it works every time. Try it if you have business clients.
