From wealthmanagement.com
Added on April 2020 in M&A Issues
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Summary: The coronavirus may have moved many principals of registered investment advisor firms from their brick-and-mortar offices to work remotely, but that hasn’t slowed the appetite for M&A among some.
From InvestmentNews
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Summary: The coronavirus, a global slowdown in production, and recession fears have wiped out the market’s gains since 2017 in a matter of weeks. With no end in sight to the historic volatility of our market and even our society, it’s tempting to look at a greater emphasis on your firm’s marketing efforts as a luxury. In a market crash, you’re thinking about profit margins, operating costs, and the livelihoods of the clients you already have.
From Financial Planning
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Summary: Can financial advisors achieve net organic client growth in a time of crisis?Yes, RIA executives say: by deftly handling inbound inquiries and judiciously strategizing outbound marketing and prospecting.
From InvestmentNews
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Summary: Our world has drastically changed over the last few weeks as the coronavirus disrupted the economy. That just makes the work of improving Americans’ financial awareness and financial literacy all the more important as we approach National Financial Literacy Month in April.
From ThinkAdvisor
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Summary: At a recent luncheon hosted by a large asset manager for a small group of financial advisors, I was struck by how one person dominated the conversation — not in a pleasant way. He was in an agitated state, denouncing all past, present and future employees of his firm. He bragged about how many assets he had under management and how clients were clamoring to seek his wisdom.
