From
Added on January 2022 in Form an RIA
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Summary: Advisers like the autonomy of working from home and don’t want to have to go back to the office and wear a suit again.
From Wealth Management
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Summary: The 2020 election brought changes in leadership and direction throughout Washington, D.C., from 1600 Pennsylvania Ave. to the Securities and Exchange Commission. President Joe Biden’s nominee to succeed outgoing SEC Chair Jay Clayton was Gary Gensler, who’d chaired the Maryland Financial Consumer Protection Commission and previously led the U.S. Commodity Futures Trading Commission under President Barack Obama.
From Wealth Management
Added on December 2021 in Form an RIA
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Summary: When you’re just starting an RIA, one of the hardest questions to answer is, “What should I charge?” Since we get asked this a lot at Advyzon, I wanted to put together a guide to help firms who are just starting out figure out their pricing, and to help established firms assess if they’re charging enough.
From InvestmentNews
Added on December 2021 in M&A Issues
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Summary: Merchant Investment Management is a private partnership that invests in growth companies and other opportunities. According to its website, Merchant Investment Management this year has focused on investing in the wealth management industry.
From CNBC
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Summary: In a time of record mergers-and-acquisitions activity for financial advisory firms, designing and implementing a succession plan has become a critical element for success.
