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.
From Financial Planning
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Summary: TD Ameritrade Institutional is giving away cash awards for fintech proposals that offer innovative strategies for the RIA industry.
From OnWallStreet
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Summary: As advisors, we never want to see a client run out of money on our watch. This makes working with people who appear to be spending at unsustainable levels especially challenging. Yet the problem may not be that the client has a spending problem, but rather that they haven’t been up front about all their assets. That’s really a trust problem.
