From Think Advisor
Added on March 2018 in M&A Issues
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Summary: Last year was a banner year for mergers and acquisitions among RIAs. Not only did the number of deals reach a record 168, up 22% from 2016, but also the average assets under management of the acquired firm topped $1 billion for the second year in a row, according to Echelon Partners.
From IRIS
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Summary: I’m not saying I’m always right. In fact, I love it when someone points out I’m wrong, and shows me why, because I learn something. So, I was particularly interested when in Sunday’s Guardian, I saw the headline Blockchain: hype or hope.
From InvestmentNews
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Summary: To some financial advisers, the idea of a niche practice focused on families affected by autism might never come to mind.
From Financial Planning
Added on March 2018 in Form an RIA
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Summary: The biggest change in my practice since I opened in 2013 is pricing. And it’s not just me – most new RIA owners have gone through at least one pricing iteration. But why is pricing (and service models) so hard to figure out?
From Nerd's Eye View
Added on March 2018 in Form an RIA
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Summary: One of the virtues of working in a broker-dealer or especially a wirehouse environment is that the firm makes a number of decisions for you as the advisor, greatly expediting the process of being able to quickly launch your business and focus on working with your clients. The bad news is that in at least some cases, it’s much less expensive to simply set up your own advisory firm instead – especially if your focus is on charging AUM or other financial planning fees, such that there’s no need to have a broker-dealer affiliation in the first place.
