From On Wall Street
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Summary: Amid growing worries that there are not enough new advisers to replace those who are retiring, the CFP Board's Center for Financial Planning is rolling out a host of new initiatives aimed at expanding and diversifying the workforce.
From InvestmentNews
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Summary: Financial advisers today face changing client needs, technology-driven disruptions, increasing competition and other businesses pressures, but there are ways for them to leverage these transformations, according to Michael Kitces and Alan Moore, co-founders of the XY Planning Network. They presented these suggestions at the TD Ameritrade National LINC 2017 conference in San Diego.
From ThinkAdvisor
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Summary: Every week seems to bring another story of email theft. The attacks are relentless, striking corporations, government agencies and political groups.
From Yahoo News
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Summary: While RIAs are adapting to new regulations, anxieties of client acquisition and other business concerns that could constrain their firm’s growth, many are looking to evolve their business by reassessing their value proposition.
From Financial Planning
Added on February 2017 in M&A Issues
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Summary: Banks and credit unions are out in force in search of RIAs and independent advisory practices to acquire. The problem is they can't find them.
