From InvestmentNerws
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Summary: While financial advice firms traditionally have been slow to adopt new technology, pandemic restrictions provided a new impetus for employing various fintech solutions. The 2022 InvestmentNews Adviser Technology Study provides insight into what independent advisory firms are doing in this year. Click through to see the financial technology solutions that are gaining the most traction, based on the portions of firms that said they planned to add the solution in 2022.
From Financial Advisor IQ
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Summary: Registered investment advisor firms are offering employees equity ownership to get them more invested in the success of the practice and to provide an avenue for succession planning.
From InvestmentNews
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Summary: After the Covid-19 delta variant cancelled 2021 plans, the Technology Tools for Today conference made its long-awaited return this week. This year’s event was the most attended in the event’s history, according to T3 president Joel Bruckenstein. Around 1,000 people came to Denton, Texas — nearly half of whom represented advisory firms — to learn about innovative startups and the latest trends driving the world of adviser technology.
From Wealth Management
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Summary: For years, many advisors have been operating under the assumption that successors who inherit or buy a book from a retiring advisor are stuck until their succession obligation has been completely forgiven. That is, should these inheritors decide that their firm is no longer the right home for their growing business, they’d have no choice but to wait out the terms of the agreement and hope for the best.
From Wealth Management
Added on April 2022 in M&A Issues
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Summary: Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.
