From Think Advisor
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Summary: The pace of retiring advisors continues to accelerate, with almost 70,000 advisors with more than $2 trillion in assets under management retiring over the next decade, according to a new report from State Street Global Advisors.
From InvestmentNews
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Summary: Turns out Youtube is more than just a website for music videos and cat clips — viewers appreciate educational and informational segments, as well."Every day, people watch hundreds of millions of hours on Youtube," Sundar Pichai, chief executive of Google, said during parent company Alphabet Inc.'s most recent earnings call. "People turn to Youtube because they want to research, buy or fix a product."Advisers can take advantage of this trend by offering research-driven videos.
From Financial Planning
Added on October 2015 in Join an RIA
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Summary:Expect more breakaway brokers who become RIAs to merge their teams and form mega-firms, says a top industry executive.
From Think Advisor
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Summary: The Securities and Exchange Commission’s chief of staff, Andrew “Buddy” Donohue, is challenging chief compliance officers to be “proactive” by focusing on nine priorities, and quelling CCOs’ fears that their elevated roles will expose them to “increased personal liability.”
From wealthmanagement.com
Added on October 2015 in M&A Issues
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Summary: Inorganic growth is becoming an increasingly fundamental business strategy for many registered investment advisory firms, to the point where many established advisor practices are now becoming experienced buyers engaging in multiple deals.
