From ThinkAdvisor
Added on September 2022 in M&A Issues
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Summary: The RIA industry looks different today than it did in 2019, before the onset of the pandemic. A new study from DeVoe & Co. finds that the long-term ramifications of COVID-19 on employees’ well-being, talent management and workplace culture are still unfolding. Recovery is taking place against a backdrop of global economic and market uncertainty.
From InvestmentNews
Added on September 2022 in Form an RIA
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Summary: While asset-based advisory fees continue to push commissions into the background, a new generation of financial planners has joined some veteran industry analysts in critiquing the assets-under-management model and advocating for alternatives.
From Financial Advisor IQ
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Summary: Advisors are facing a far greater risk of a data breach than they were even six months ago, but the safety net — cyber insurance — has become much more costly
From Wealth Management
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Summary: We’ve long reported on the impact of more personal relationships with clients, talking often about the “emotional connection” that benefits advisors and clients alike. In our most recent project, we simplified this study to focus on whether or not a client considers their financial advisor a friend. If you’re curious, 55% said they did, 35% said they did not, and 10% weren’t sure.
From Wealth Management
Added on September 2022 in M&A Issues
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Summary; Echelon Partners’ 10th Deals and Dealmakers Summit, reprised at San Diego’s Intercontinental Hotel after two pandemic postponements, offered attendees a deep dive into mergers and acquisitions in wealth management with a curated group of respected colleagues, potential partners and industry leaders from adjacent professions boasting a range of relevant expertise.
