From ThinkAdvisor
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Summary: Advisory firm owners today are deluged by the rapidly increasing number of technology choices and their broad array of functionalities. To help my advisor clients focus, I suggest that they think about technology from the perspective of how it’s used by their firm.
From InvestmentNews
Added on May 2018 in M&A Issues
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Summary: With the RIA industry setting itself up for further consolidation based on the macro trends impacting the industry, the opportunity for peer-to-peer M&A activity is increasing dramatically. Multiple industry studies are anticipating record levels of deal-making in 2018, with volumes expected to increase dramatically in the years to come.
From Financial Planning
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Summary:The way we consume these services has changed. The same thinking should apply to the technology you use to power your business. While all-in-one bundles once made sense both economically and based on the capabilities available, it’s simply no longer the case in a market now defined by customization and choice.
From WealthManagement.com
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Summary: A bill introduced in the House of Representatives in February would severely limit state securities regulators and eliminate a level of investor protection, said Joseph Borg, director of the Alabama Securities Commission and president of the North American Securities Administrators Association.
From InvestmentNews
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Summary: The inability of financial advisers to look beyond the baby boom generation to younger clients and colleagues could be hampering the growth potential of the financial planning industry.
