From Financial Advisor IQ
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Summary: Financial advisors are finding more opportunities for meaningful engagement with clients and even their family members when they conduct virtual and in-person meetings.
From InvestmentNews
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Summary: Trade associations in the investment advice sector are voicing concerns about the reporting mandates of a proposed SEC cybersecurity rule for registered investment advisers and companies.
From Financial Advisor IQ
Added on April 2022 in M&A Issues
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Summary: Registered investment advisor firms that want to sell are going to have to work harder to make themselves stand out, according to a recent report.
From Wealth Management
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Summary: A player’s batting average may be the most familiar statistic in baseball to all fans and is a basic way to measure their competency at the plate, just as Morningstar’s batting average measures the percentage of months a manager has outperformed their respective benchmark over a period of time.
From FA Magazine
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Summary: The most important men in town would come to fawn on me. They would ask me to advise them. A few lines later the song continues with: And it won’t make one bit of difference if I answer right or wrong. When you’re rich they think you really know. The lyrics imply the local wealthy folks are influencers. Who else could send business in your direction?
