From Financial Planning
Added on January 2015 in Join an RIA
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Summary: The RIA sector is in growth mode -- but which firms are growing fastest? As part of its annual RIA Leaders coverage, Financial Planning tracks the fastest-growing firms among the nation's most independent, fee-only RIAs. Compiled with the help of Financial Media Group/AdvisorDatabases.com, the list looks at the 50 firms that have shown the greatest AUM increase from 2012 to 2014.
From Think Advisor
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Summary: Independent financial advisors constitute a young profession, but they and their partners over the past 35 years—the years that Investment Advisor magazine has been published—have always helped shape societal trends, technology and regulation. For this profession to thrive in the years ahead, it must harness five major transformative trends already in process.
From Financial Planning
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Summary: If you are a small RIA, you are in good company. The vast majority of RIA firms are "small," managing fewer than $150 million in assets, according to Cerulli Associates' 2013 Advisor Metrics.Yet smaller firms hold just 10% of the assets in the RIA channel -- which can make them feel like a minority when going up against the asset growth of the large wealth managers.
From Financial Planning
Added on January 2015 in M&A Issues
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Summary: What’s the price of independence? For Palm Beach Gardens, Fla.-based Banyan Partners, it was $60 million. Most of the firms on our fourth annual list of RIA Leaders get calls from would-be suitors a couple of times a month, even weekly.
From CNBC
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Summary: We're just overwhelmed with life." That was my response to an attorney looking for insight into the obstacles facing Generation X. I'd referred a number of 30- and 40-something financial-planning clients to this attorney. All were in need of estate-planning documents.
