From OnWallStreet
Added on January 2018 in M&A Issues
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Summary: Dynasty Financial Partners affiliated RIA DB Root has dipped its toe in the M&A space for the first time. It made a pair of deals that will position it to grow its retirement business, which the firm says isn’t currently getting a significant amount of attention.
From Financial Advisor
Added on January 2018 in M&A Issues
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Summary: The largest insurance company-owned independent broker-dealer has boosted its investment in advisory services, bucking the trend of such firms’ retreat from the space.
From ThinkAdvisor
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Summary: Equity markets soared in 2017, boosting the asset level of many financial advisors. But advisors had to content with a variety of regulatory and compliance issues, too, which entailed substantial investments of their time and spending.
From InvestmentNews
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Summary: The majority of RIA firms — 78% — expect their assets under management to rise in 2018, with nearly half saying assets will grow faster than in 2017, according to a telephone survey of advisers conducted for TD Ameritrade.
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?
