From Advisor Perpectives
Added on February 2018 in Join an RIA
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Summary: When Morgan Stanley exited an industry agreement late last year that makes it easier for brokers and advisers to move to new firms, it upended 14 years of peace among the largest brokerages.
From ThinkAdvisor
Added on February 2018 in M&A Issues
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Summary: Fidelity says M&A in the wealth management space should be robust this year, according to a report. At its recent M&A Leaders Forum in Boston, industry watchers said there should be “accelerating consolidation” in 2018.
From WealthManagement
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Summary: Recent reports have made it clear: firms are feeling stretched thin when it comes to new client acquisition. Aite Group recently found that it’s either “important” or “very important” to 97 percent of wealth managers when it comes to their firm’s long-term success.
From IRIS
Added on February 2018 in Join an RIA
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Summary: When considering how to build a business that attracts and retains millennial employees, people often focus on flexible work hours, virtual office days and other tangible employee benefits.
From Financial Planning
Added on February 2018 in Join an RIA
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Summary: Video What this breakaway advisor learned by going indie
