From Financial Advisor IQ
1 visitor like this article | Viewed 3461 times | 0 comment
Summary: Though initially slow to gather investor assets, low-cost robo-advisors have begun to accumulate an impressive amount over the past year or so. The largest, Wealthfront, just topped $2 billion under management. More impressive, big platform providers like Fidelity and Envestnet have bought or cut deals with robos as the backbone for consumer or institutional offerings.
From Wall Street Journal
Added on July 2015 in M&A Issues
0 visitor like this article | Viewed 3852 times | 0 comment
Summary: A half dozen financial advisers from Barclays PLC’s U.S. wealth-management group, including its former head, have left the firm to form a multi-billion-dollar independent practice with national ambitions.
From Financial Planning
1 visitor like this article | Viewed 3021 times | 0 comment
Summery: Summer has finally arrived, ushering in some welcome rest – and hopefully some time for a good book. Advisors and other wealth management execs share their top picks for planners. These titles cover all the bases, from practice management and leadership development to behavioral finance and personal finance.
From InvestmentNews
1 visitor like this article | Viewed 3716 times | 0 comment
Summary: Eric Roberge dedicated three years to helping an adviser develop a business he expected to take over one day. He quit, though, when the adviser offered him a handshake promise instead of a written succession plan that spelled out his future with the firm.
From InvestmentNews
1 visitor like this article | Viewed 3525 times | 0 comment
Summary: There comes a time in every growing advisory firm's life when the owner has to stop managing a practice and start running a business. Adviser Gerard Klingman explains his process for shifting to professional management
