From InvestmentNews
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Summary: With competition for assets intensifying across the registered investment adviser marketplace, CEOs of successful RIAs are increasingly focused on aggressive growth strategies to bolster their competitive advantage and add significant value to their businesses.
From Financial Planning
Added on June 2018 in M&A Issues
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Summary: At least four other suitors, including an aggregator, a large RIA and even an accounting firm wanted to buy Donnelly Wealth Advisors, a thriving RIA in San Diego with approximately $408 million in assets under management.
From Financial Planning
Added on June 2018 in M&A Issues
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Summary: The prodigious inflow of outside capital to RIAs is changing the rules of the game for a sector that has, for the past decade, been fiercely independent.
From InvestmentNews
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Summary: Best interest. Act in the client's best interest. Put the client's best interest ahead of your own. Regulation Best Interest.
From InvestmentNews
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Summary: As regulators struggle to reform investment advice rules, a group of advisers and investor advocates is encouraging clients to seek a higher standard on their own.
