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.
From On Wall Street
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Summary: The advisory world is being roiled by changes. How should advisers adapt as passive investing and automated advising continue to grow? What about changing definitions of risk in a fiduciary environment and new client goals?
From Think Advisor
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Summary: Investors and their advisors see eye to eye on several things: managing volatility, protecting assets and saving for retirement.
From InvestmentNews
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Summary: XY Planning Network, the organization of advisers serving Gen X and Gen Y clients, is searching for new software vendors to address the financial planning issues of young clients.
