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.
From InvestmentNews
Added on October 2016 in M&A Issues
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Summary: In the wake of the Department of Labor's fiduciary rule, is it deal or no deal for advisers looking to sell their firms? Two leading financial advice industry executives gave pointedly different answers to that question Wednesday morning at an industry conference in New York.
From Think Advisor
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Summary: Not long ago, CEOs — especially those at the helms of financial organizations — were perceived as inhabitants of lofty ivory towers, where their importance and superiority kept them isolated and safe from the investing public. And for centuries, the masses accepted it. Then the internet came along and changed everything.
