From InvestmentNews
Added on September 2015 in M&A Issues
0 visitor like this article | Viewed 3743 times | 0 comment
Summary: Mergers and acquisition activity among registered investment advisers may be a lagging market indicator as market growth finally seems to be boosting the number and size of deals in the channel.
From Financial Advisor IQ
1 visitor like this article | Viewed 3431 times | 0 comment
Summary: Financial-advice professionals continue to debate the merits and disadvantages of various compensation models. But what’s really at stake is consumer trust, ThinkAdvisor writes, in an article reprinted from Investment Advisor magazine. And in order to gain it, advisors need to focus on fee transparency regardless of how they collect.
From Financial Planning
1 visitor like this article | Viewed 3264 times | 0 comment
Summary: Attempts to describe the shortage of next-generation financial advisors veer toward the dramatic: “Desperate Need,” Forbes reports. “Firms Struggle,” CNBC declares. “Dangerous Stockbroker Shortage Threatens America,” warns The Wall Street Journal.
From WealthManagement.com
Added on September 2015 in M&A Issues
1 visitor like this article | Viewed 3521 times | 0 comment
Summary: With about 30 firms now a part of Dynasty Financial, the firm sees no end in sight as it added a Wells Fargo team to its network on Monday.
From Think Advisor
1 visitor like this article | Viewed 3138 times | 0 comment
Summary: Earlier this week, Tina Powell of the RIA Beacon Wealth Management moved to go after novice female investors with SheCapital, a robo-advisor service launched as part of a separate RIA of the same name.
