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.
From InvestmentNews
Added on April 2016 in M&A Issues
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Summary: The DOL fiduciary rule, already expected to spur consolidation in the broker-deal industry, could also hasten mergers in the registered investment adviser space.
From Financial Advisor IQ
Added on April 2016 in Form an RIA
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Summary: Robo-advisor platforms may well be attractive to advisors seeking new ways to cut costs, streamline their asset allocation models or engage with younger clients. But some industry lawyers warn of a burgeoning tide of liability for advisors who incorrectly use these dispassionate tools.
