From Financial Planning
Added on January 2020 in M&A Issues
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Summary: The stats alone are impressive. More than 20 mega teams — those managing $1 billion or more in assets — switched firms last year.
From wealthmanagement.com
Added on January 2020 in Join an RIA
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Summary: It was September 2004 when I wrote my first “Of Myths and Moving” article—a piece designed to help address some of the common concerns that advisors shared when considering a move. But the wealth management industry landscape bears little resemblance to that of years past; advisors have more options for how and where to run their businesses than ever before.
From InvestmentNews
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Summary: Welcome to the December 2019 issue of the Latest News in Financial Adviser #Fintech — where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!
From Advisor Perspectives
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Summary: My boss overcommits. She is very smart and extremely high-energy. We are in a sales-support function for a fairly large firm. The sales team tells us they need something and next thing we know, she is saying we’ll do it.
From ThinkAdvisor
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Summary: The time is right for financial advisors to make the switch to retainer-based planning, as this fee model is fast overtaking the industry. Making the switch to retainer-based financial planning can help a firm gain a foothold with high-net-worth clients. This method of planning makes regulatory compliance straightforward and reduces the risk of sanctions.
