From On Wall Street
Added on December 2015 in Join an RIA
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Summary: As trends in wealth management continue to upend the established order, bringing innovation, competition and transparency, intra-family wealth practices may wonder how a move to independence could affect their own family businesses.
From Think Advisor
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Summary: Key findings of the 2015 Scottrade Advisor Services Study released today, which in August surveyed 373 RIAs online with at least $10 million in assets under management, asking where they would spend an “extra dollar” in their businesses.
From On Wall Street
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Summary: According to a recent study from Putnam Investments, more than 80% of the advisors it surveyed said that they use social media for their business, reflecting how firms are finally figuring out the regulatory boundaries for communicating online.
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.
