From InvestmentNews
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Summary: It's time for financial advisers to tune up their business development engines. Just over half of all advisory firms missed their growth targets last year when flat U.S. stock markets failed to rev up their assets under management.
From Financial Advisor IQ
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Summary: After 22 years with Arnerich Massena in Portland, Ore., advisor Sheree Arntson left earlier this month to start Allium Financial Advisors. Her team, which includes one other advisor, managed about $1 billion at Arnerich Massena. The new firm has hired Portland-based Tru Independence for back-, mid- and front-office support.
From WealthManagement.com
Added on October 2016 in M&A Issues
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Summary: In what many say is a seller’s market for RIAs, how does a buyer stand out and land the deal when other bidders are involved? It comes down to understanding the unique sensitivities of the seller and a little bit of a personal touch, according to a panel of experts at the ECHELON Partners' Deals & Deal Makers Summit in New York on Wednesday.
From InvestmentNews
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Summary: Financial advice firms are using technology more than ever to improve their profitability and grow. But in practice, tech doesn't always deliver exactly as planned, advisers said.
From Financial Planning
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Summary: Fidelity revealed details of wide-ranging digital plans, from technology and platform upgrades to how the firm will provide advisers with a robo.
