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Where Are All the Interns?

From WealthManagement.com
Added on July 2017 in Plan for the Future
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Summary: Just a third of advisors have hired interns at some point this year, with 20 percent using interns this summer, according to a new survey by TD Ameritrade Institutional.

5 strategies to boost your RIA's valuation

From Financial Advisor
Added on July 2017 in M&A Issues
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Summary: [Slide Show] Demand for RIA firms is high, and supply is limited. As a result, some advisers considering retirement are holding off while the value of their business continues to rise.

No Dog Days for Fiduciary Standard

From TD Ameritrade Institutional
Added on July 2017 in Form an RIA
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Summary: To say June 2017 was a busy time for the fiduciary standard would be an understatement. It was the busiest month I’ve seen on the financial advisor regulation front in many years.

June 2017 Fintech Report Card - Top 8 Tech Events

From WealthManagement.com
Added on July 2017 in Manage Your Practice
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Summary: Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.   

In Age of Fintech, People are More Important than Ever

From LinkedIn Pulse
Added on July 2017 in Thought Leadership
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Summary: According to a recent LinkedIn survey, 25% of finance professionals are worried about losing their jobs due to automation. Their fears are not misplaced, or unique to the industry. Just as technology hollowed out American manufacturing and eliminated the middle-man in commerce, it’s driving significant disruption and disintermediation on Wall Street.

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