From Financial Planning
Added on December 2015 in M&A Issues
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Summary: Some of the industry's leading executives offered tips and advice to RIA principals during the annual MarketCounsel Summit, which attracted an elite gathering of power players in the independent planning channel.
From Financial Planning
Added on December 2015 in M&A Issues
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Summary: As reported from the MarketCounsel Summit, buyers and sellers are gearing up for a busy year for deals as private equity buyers come off the sidelines, attracted by the strong-growth business and “strong” valuations.
From InvestmentNews
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Summary: The future of the financial advice industry will inevitably involve a lot of technology, but robo-advice platforms will not replace the human touch of a good adviser. That was among the top themes on Tuesday in Miami at the kick-off of the MarketCounsel Summit, an event catering to independent financial advisers.
From InvestmentNews
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Summary: Customer relationship management software is not considered cutting-edge by many financial advisers, but it remains a stumbling block that leads to trouble with work flows.
From Financial Planning
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Summary: Three years doesn’t seem like a long time. But the wealth management industry has experienced a number of technological innovations in that period, from the development of new software tools for advisors to the rise of automated advice platforms.
