From WealthManagement.com
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Summary: This presidential election has been one of the most polarizing in U.S. history. Many advisors have likely been fielding questions from clients about how the outcome could affect their portfolios. The markets, after all, don’t like uncertainty.
From InvestmentNews
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Summary: Along with many in the industry, our firm is increasingly open to the idea of finding innovative ways to establish profitable relationships with tomorrow's life blood of our industry — young clients. To that end, my firm BerganKDV Wealth Management, launched a next-generation financial planning service model a little more than a year ago called Lifewise.
From IRIS
Added on November 2016 in M&A Issues
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Summary: It’s easy to criticize valuation clauses in most buy-sell agreements (BSAs) as being inadequate, too cookie-cutter. They can be. It’s much more difficult to suggest an adequate and cost-conscious alternative to the go-to remedy: a full-blown valuation from a credentialed business appraiser.
From ThinkAdvisor
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Summary: Corporate security breaches are becoming ever more common each year, and firms ranging from the highest echelons of the Fortune 500 roster to small RIAs have proven vulnerable.
From Financial Plannning
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Summary: In the event of a hack, advisers need to know what to do right away— in the first five minutes, the first hour, the first day. We talked to planners and industry experts about the steps planners should take if they discover they've been hacked, as well as best practices for preventing future hacks from occurring.
