From ThinkAdvisor
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Summary: One of the unique advantages of independent RIAs that many industry observers often overlook in their prognostications and predictions for the future, is that fundamentally, these are small businesses owned and operated by their founders, or their next generation of management.
From IRIS
Added on January 2018 in M&A Issues
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Summary: Whether you’re an employee at one of the major firms, an independent advisor with a broker dealer or the principal of your own RIA, acquiring a book of business is likely a topic that has captured some of your mindshare.
From OnWallStreet
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Summary: In my early years covering the financial planning industry, there was a common stereotype about accountants who also act as planners. It was thought that these CPAs were merely tax practitioners who had been badgered by their clients into learning a little bit more about investments.
From RIA Match
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Summary: It’s hard to believe that it’s been 5 years since we launched RIA Match. Our last blog focused on the importance of ‘Being Curious’ – a key trait we found among our most active and successful subscribers. In this blog, we focus on our own curiosity themes that we’ve seen between the buyer and seller relationship over the past 5 years and some key takeaways:
From Belay Advisors
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Summary: One of the biggest changes in the financial advisory business over the past 10 years or so has been the rise of technology. Now, of course, technology has always been a part of the business — as anyone who, like me, struggled with Advent Access performance reports in the 1990s can attest. But the accelerated rate of technology change in the last 10 years has been amazing. Unfortunately, for many financial advisors, the rate of change, and the number of choices available, has also been overwhelming.
