From WealthManagement.com
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Summary: It's no secret wirehouse advisors are exiting, and exiting fast. With a new era of investing upon us predicated on unpredictable volatility and tightening from the Department of Labor (DOL) with an embrace of fiduciary responsibility, investors are seeking a new breed of products and advice. Trusted advisors who can source a tailored financial plan with the investor’s best interest in mind, not simply push a product, but instead be a holistic solutions provider, will rise to the forefront.
From WealthManagement.com
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Summary: According to Schwab Advisor Services’ “Independent Advisor Outlook Study” of 930 independent RIAs that custody with Schwab, three-quarters of advisors are “very optimistic for [RIAs] to grow in the next five years.
From On Wall Street
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Summary: Increasingly, research suggests the wealthiest are interested in digital wealth management, and that advisers quickest to adopt digital advice tools into their practice are getting an edge over non-digital competitors.
From Finacial Planning
Added on June 2016 in M&A Issues
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Summary: The latest indication of fintech's widespread impact is the launch of a new investment banking platform by Echelon Partners, a well-known RIA M&A firm, focusing on what it calls the "wealth technology" sector.
From RIABiz
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Summary: The ideal RIA custodian might have the steel-vault safety-of-assets qualities of Pershing Advisors Solutions, the retail-polished service quality of Schwab Advisor Services, the software swagger of Fidelity Custody & Clearing Solutions, the feistiness of TD Ameritrade Institutional, the purity of RIA purpose of Trust Company of America or Shareholders Service Group and the omnibus trading abilities of a Folio Institutional.
