From On Wall Street
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Summary: In the not-too-distant past, a financial advisor's brand identity was expressed in features such as a strong logo and brochure. In this competitive marketplace, a strong identity must also include a robust and engaging digital presence.
From Think Advisor
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Summary: How should robo-advisors be regulated? That’s a question the Securities and Exchange Commission must tackle, as assets managed by these firms will surge to $2 trillion in the next five years, argues SEC Commissioner Kara Stein.
From InvestmentNews
Added on December 2015 in M&A Issues
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Summary: The past several months have been fascinating if you are an independent adviser. Three large transactions have been announced that offer some telling signals about where the industry is headed
From Financial Advisor IQ
Added on December 2015 in M&A Issues
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Summary: In the world of advisor-firm acquisition, the rule of thumb — valuing the deal at two times recurring fee revenue — is an inefficient method of getting at the true value of a business, guest-blogger Daniel Zajac argues in Nerd’s Eye View.
From InvestmentNews
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Summary: Art Haws of HawsGoodwin Financial says advisers must consider cost, integration and marketing the new automated platform separately from the main financial planning operation.
