From WealthManagement.com
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Summary: Much of my time is spent helping firms maximize operations, processes and technology at all organizational levels. The desire to maintain balance begins on a personal level and must work its way to the professional level. To put this in better perspective, here are some ways technology has transformed work-life balance into work-life integration.
From FA Magazine
Added on October 2016 in M&A Issues
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Summary: There were 52 deals done in this year’s first half versus 37 in the first half of 2015. Maybe of more significance, the first-half total this year is only two short of the total number of deals in both 2013 and 2014.
From InvestmentNews
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Summary: New government rules require that financial advisers put their clients' interests first when recommending what to do with their retirement savings. But no one has defined what good advice actually means or how to accomplish it — until now.
From WealthManagement.com
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Summary: The aging advisor reality is prompting business successions across our industry. Some of these are hastily enacted shotgun marriages, while others are thoughtfully crafted transition plans that are relatively seamless to clients.
From Financial Advisor IQ
Added on October 2016 in M&A Issues
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Summary: The quest for the “holy grail” in wealth-management technology — a platform capable of uniting under one roof all the various financial-technology tools necessary in the advice business — has spurred a slew of tech-firm acquisitions and partnerships, ThinkAdvisor writes.
