From WealthManagement.com
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Summary: With the proliferation of digital technology in financial services, some fear the industry features a disruption as profound as online shopping had on the retail market. But research from Cerulli suggests this is unlikely to be the case. Instead, technology may actually increase demand for personalized financial advice from a human
From Financial Advisor Magazine
Added on August 2015 in Form an RIA
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Summary: Two years ago, when Ajay Gupta left UBS to start his own independent wealth management firm in San Diego, he wasn’t sure if anyone was coming with him. But it wasn’t the first time Gupta took a risk in stepping out on his own: Fifteen years ago, he abandoned his advisory practice in Canada to start anew in San Diego. Today, he is CEO and CIO of Gupta Wealth Management, an RIA that recently surpassed $1 billion in assets under management.
From IRIS
Added on August 2015 in M&A Issues
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Summary: Working with a mergers and acquisitions specialist will help to achieve a good deal and a smooth transition. They’ll assist in valuations, finding buyers and doing their due diligence. They’re also somewhat of a hand holder for those selling a business for the first time, who likely have many questions and concerns.
From IRIS
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Summary: Given the amount of time people spend watching online videos, it’s no wonder advisors want to evolve their marketing endeavours to capture the attention of their clients and prospects.Here are a few tips to ensure your online videos are more professional and engaging.
From Think Advisor
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Summary: Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t’
