From WealthManagement.com
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Summary: It’s an annual ritual for our firm: We gather the team together and take a long, hard look at what transpired over the previous 12 months. Working together, we examine deals both large and small, dissect the headlines, hearsay and study the players—all resulting in an annual report that we make available to professionals in the wealth management industry.
From InvestmentNews
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Summary: Broker-dealers and investment advisers have had two weeks to dissect the Securities and Exchange Commission's proposed overhaul of investment-advice standards, and some big questions have begun to emerge.
From RIA Match
Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.
From IRIS
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Summary: I think of financial advisors as superheroes. In every superhero saga, there’s an evil villain that must be battled on a regular basis. The “villain” is this scenario are the horrifying facts about most people’s finances.
From Financial Planning
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Summary: RIA executives and market observers agree that Ric Edelman’s brand of radio populism has little bearing on wealthy clientele. But in the wake of a $3 billion deal that would combine robo advice and 401(k) pioneer Financial Engines with Edelman Financial Services, industry leaders are also convinced that there will be increased pressure to accelerate digital services and capabilities.
