From InvestmentNews
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Summary: Despite increased anxiety about the markets, little consensus exists among advisers about what to expect in the second half of 2016. Close to half of advisers (45%) are bullish on U.S. equities over the next quarter, while 17% are bearish and 38% are undecided, according to Eaton Vance’s Advisor Top-of-Mind Index Survey.
From InvestmentNews
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Summary: It seems to me that the wealth management industry has grown out of the traditional labels that we have used for decades to describe various companies, causing tremendous confusion for both clients and industry insiders. Let's take, for example, the term “wirehouse.” The term was originally meant to describe an investment firm which had multiple offices which communicated with their home office via “wire.”
From IRIS
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Summary: Uh… how frustrating is it to sit in front of your computer ready to write something, but you really have no idea what to write about? As a financial advisor, you know there is value in producing blog articles to help you build your thought leadership and offer some educational value to your audience, but you’re just drawing a blank!
From Think Advisor
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Summary: Like many folks these days, I get a lot of alerts on my iPhone. Some are important—such as a check deposited in my bank account, a bill that needs to be paid, the monthly diagnostics on my truck or my accountant telling me to make my quarterly income tax deposit. Others, not so much: a new email from my sister, or Amazon telling me about a new book by Walter Mosley or that the Browns are going to start RG III at quarterback (Okay, that’s pretty important).
From Financial Planning
Added on August 2016 in M&A Issues
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Summary: Indeed, the demise of the wealth management arm [Lebenthal Wealth Advisers] of one of the financial service's industry's most venerable names has underscored the fiercely contested battle for high- and ultrahigh-net-worth clients and the advisers who can work with them.
