From IRIS
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Summary: Evident from changes in legislation, technology and customer expectations the traditional wealth management model is not sustainable to service today and tomorrows connected customers.
From Business Wire
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Summary: Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), retirement recordkeepers, broker-dealer firms, banks and insurance companies, today released the results of its 3rd bi-annual study on advisor movement. The study explored the motivations and experiences of advisors who switched channels, which Fidelity terms “Movers.”
From Financial Planning
Added on April 2016 in M&A Issues
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Summary: If you are even involved in a merger or acquisition, it will probably be the single most important financial transaction in your life. To put the odds in your favor, you need to make informed decisions that will maximize your rewards while reducing your risks..
From InvestmentNews
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Summary: Asking certain types of clients for referrals can better an adviser's odds of getting that valuable recommendation that leads to new business.
From AdvisorHub
Added on April 2016 in Form an RIA
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Summary: Although not completely obvious, there are many similarities between the sport of mixed martial arts (MMA) and the move to independence by financial advisors.
