From WealthManagement.com
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Summary:Enough financial advisors still fear automated investment tools that some conferences have sessions dedicated to convincing them otherwise. That was the goal of a presentation on Sunday by Ross Znavor, a managing director and head of commercialization for BlackRock’s Digital Wealth team, at the National Association of Plan Advisors’ 401(k) Summit in Nashville.
From InvestmentNews
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Summary: In true entrepreneurial fashion, most financial advisers excel at the technical side of their business — financial planning, investment management and other areas — yet wallow in a bastion of mediocrity when it comes to running their businesses.
From ThinkAdvisor
Added on April 2018 in M&A Issues
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Summary: M&A activity in the RIA space surged in the first quarter, with the number of deals climbing 12% from a year ago and the average deal size reaching $1.04 billion, according to Echelon Partners’ Q1 RIA M&A Deal Report.
From OnWallStreet
Added on April 2018 in Form an RIA
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Summary: At my first client meeting as a financial advisor, I sat across from a man 25 years my senior, and tried to explain to him the difference between the A share, B share and C share of the mutual fund I was recommending. He interrupted me and said, “whatever one you think is best.”
From Advisor Perspectives
Added on April 2018 in Form an RIA
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Summary: [Whitepaper] Advisors know that building and growing their business requires setting goals. For some, though, setting goals poses considerable challenges. Follow these five steps to set the goals that will help you succeed.
