From InvestmentNews
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Summary: Yes, this is another column about New Year's resolutions. But this is the one you should read all the way through, because unlike those others, these suggestions are easy to do and the resulting habits are easy to keep. And who doesn't like to cross something off their list right away?
From Financial Advisor IQ
Added on January 2018 in Join an RIA
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Summary: It’s almost comical. One hundred percent of former wirehouse or regional-brokerage advisors in the independent RIA channel are happier for having made the move. That’s according to a blind survey of 450 FAs by Dynasty Financial Partners — a sponsor that, as an infrastructure provider to breakaway RIAs, has to be pleased with the result.
From ThinkAdvisor
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Summary: The Certified Financial Planner Board of Standards said Monday that the number of CFPs has reached 80,000, with a record 1,250 women certified in 2017.
From IRIS
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Summary: We see financial advisors on a daily basis who say they would like to grow their business but when it comes right down to it, they are reluctant to change how and with whom they do business.
From ThinkAdvisor
Added on January 2018 in M&A Issues
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Summary: Merger and acquisition activity in the advisory space will continue to heat up, with experts in the field agreeing that industry consolidation is taking hold.
