From OnWallStreet
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Summary: In general, financial planners do not have the best reputation. I should know — I’ve been working in the industry for the past 20 years. I have been to cocktail parties where people walk away the moment they hear that I’m a financial advisor. But why? And what should we do about it?
From TD Ameritrade Institutional
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Summary: The breakaway broker trend is real and only getting more so, according to the latest research from TD Ameritrade Institutional, which Monday morning released its 2017 Breakaway to Independence Survey.
From LifeHealth
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Summary: The RIA industry is coming up short in its effort to attract next-generation talent, as older recruitment models struggle to relate to today’s younger prospects. Part of the challenge is our growing diversity across all societal demographics.
From WealthManagement.com
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Summary: Whether it’s an illness impairing judgment, an accident or unforeseen tragedy, thinking about life’s worst curveballs (never mind preparing for them) isn’t always on an investor’s radar. But not planning for them can be far worse—especially for those who’ve spent a lifetime accumulating and building their wealth. The Alzheimer’s Association reported that one in three seniors dies with Alzheimer’s disease or another form of dementia. According to a 2015 Rocket Lawyer estate planning survey by Harris Poll, 64 percent of Americans don’t have a will.
From Financial Planning
Added on January 2018 in M&A Issues
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Summary: Deals are being transacted at a record pace, capital is pouring in and strategic buyers, led by well-financed RIAs, are frantically plotting to consummate more acquisitions in 2018.
