From Think Advisor
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Summary; It’s no secret that robo-advisors have been adding assets under management at a brisk pace. Betterment on Wednesday reported that its assets tripled during the first ten months of this year to $3 billion. But that 200% growth rate is piddling compared to what Cerulli Associates is projecting for the entire robo-advisor industry. In a report released Wednesday the research firm projected a 2,500% jump in robo assets by 2020, to $489 billion.
From On Wall Street
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Summary: Advisors can benefit themselves and others by getting involved in their communities – if they go about it the right way.
From CNBC
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Summary: If you are trying to decide on a financial advisor, perhaps you should ask another advisor. CNBC queried several industry pros on the most important qualities to seek when choosing a financial professional.
From Think Advisor
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Summary: Cybersecurity “enforcement has begun,” Thomas Hibarger, managing director of Stroz Friedberg, warned Wednesday at the Securities Enforcement Forum in Washington, adding however that enforcement is “not a trend yet.”
From Financial Advisor IQ
Added on November 2015 in M&A Issues
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Summary: The push by more owners to tackle succession planning, along with an aging workforce — not to mention six-plus years of rising financial markets — is driving a surge in mergers and acquisitions in the financial-advice industry.
