From Financial Planning
Added on January 2018 in Join an RIA
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Summary: Denholm was concerned about what he saw as overemphasis on cross selling, and he wanted to have better technology when servicing clients. So last June, the former Wells Fargo advisor, who oversaw about $200 million in client assets, left to form his own RIA, IronBridge Private Wealth, in Austin, Texas.
From WealthManagement.com
Added on January 2018 in M&A Issues
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Summary: The registered investment advisory channel is “ripe” for consolidation, and a short list of firms capitalizing on the market environment have experienced tremendous growth in the last five years.
From WealthManagement.com
Added on January 2018 in M&A Issues
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Summary: Despite a slowdown in RIA deal volume during the third and fourth quarters, there was a record 168 transactions in 2017, up 21.7 percent from 2016, according to a report from ECHELON Partners, a investment banking and management consulting firm. The average deal size in 2017 was also valued at more than $1 billion for the second year in a row.
From IRIS
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Summary: Lee Frederiksen describes the three important elements you need to have in your elevator pitch to be sure you’re describing clearly and succinctly what your firm does.
From SEI
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Summary: Odds are that by now you know of Meltdown and Spectre. Why? Because once again a cybersecurity issue has reached the mainstream press – an event happening more and more often as we become an increasingly tech-reliant world. For the advisor, cybersecurity is becoming more of a distraction taking you away from giving financial advice and making your clients’ lives better.
