From Financial Planning
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Summary: Advisors now have a wide array of options for financial planning software, risk management and analytics platforms, asset allocation, rebalancing, digital marketing, CRM and cybersecurity tools — and it is leading to fatigue, technology executives acknowledge.
From InvestmentNews
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Summary: A recent slowdown in the pace of reps leaving brokerage firms is seen as largely responsible for the sudden dip in merger and acquisition activity in the advisory space, according to the latest report from DeVoe & Co.
From IRIS
Added on November 2017 in M&A Issues
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Summary: Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy.
From Financial Planning
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Summary: Financial planners’ movement to independence is picking up steam, with new RIA registrations growing 75% over five years as increasingly large teams break away, according to the nation’s top custodian.
From OnWallStreet
Added on November 2017 in Form an RIA
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Summary: Wirehouse advisors managing over $12 billion in client assets left the big four to join regional and independent firms, continuing a years-long trend of aggressive recruiting among the nation's smaller brokerages.
