From InvestmentNews
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Summary: It is not uncommon these days to hear certain corners of the financial advice industry tout their fiduciary status as a major appeal among clients and potential clients.
From Financial Advisor
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Summary: RIAs find themselves forced to keep up with a world changing on many fronts—an evolving client base, shifting regulations, new technological possibilities and demand for new services. Even as financial markets provide a tailwind for their firms, new technologies and new business models are surfacing to continuously challenge them.
From WealthManagement.com
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Summary: Effective marketing helped top registered investment advisors grow at twice the rate other firms did in 2017, according to an annual survey by Charles Schwab.
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.
