From InvestmentNews
Added on August 2015 in M&A Issues
1 visitor like this article | Viewed 3907 times | 0 comment
Summary: Given the massive increase of merger and acquisition activity in wealth management, and understanding the complexity and unique nature of each of these transactions, we have to ask ourselves one very important question: How did our industry ever decide upon using the words “tuck-in” when referring to acquiring someone's business?
From WealthManagement.com
Added on August 2015 in Join an RIA
1 visitor like this article | Viewed 3870 times | 0 comment
Summary: Almost a third of all 11,472 SEC-registered RIAs are concentrated in New York and California, which has several secondary financial hubs in the cities of Los Angeles and San Francisco.
From InvestmentNews
Added on August 2015 in Form an RIA
1 visitor like this article | Viewed 3648 times | 0 comment
Summary: Since 2007, only one segment of the wealth management industry has boosted its market share every year: independent advisory firms. According to an estimate by Boston Consulting Group, $46 trillion in private wealth is up for grabs in the U.S.
From Financial Advisor
Added on August 2015 in Form an RIA
1 visitor like this article | Viewed 3800 times | 0 comment
Summary: Since 2007, only one segment of the wealth management industry has boosted its market share every year: independent advisory firms. They’ve more than doubled their assets in that time, overseeing about $2.7 trillion as of 2014.
From InvestmentNews
1 visitor like this article | Viewed 3328 times | 0 comment
Summary: It seems like there are new articles covering robo-advice every day. Should you, as an adviser, be concerned? Will the robos eat your lunch?
