From ThinkAdvisor
Added on December 2019 in M&A Issues
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Summary: Fidelity Investments reported Friday that robust M&A activity continued in November, with 10 RIA transactions announced in the month.
From InvestmentNews
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Summary: You can see it in the attendance numbers of cybersecurity panels at conferences (though this is improving), as well as in regulator regulators' messaging to the industry to get its act together. Legal and technology experts who work with financial advisers confirm this observation, as does internal InvestmentNews data on which articles advisers read most (Spoiler alert: Not cybersecurity).
From ThinkAdvisor
Added on December 2019 in Form an RIA
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Summary: Consumer experiences like shopping for groceries, mattresses and eyewear — traditionally accomplished in person — are shifting online.
From InvestmentNews
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Summary: The recent InvestmentNews Top Advisory Firm Summit presented findings from benchmarking studies and research on trends in the industry. The good news? Many firms seem to be embracing best practices for choosing and keeping the right clients, from setting ideal client standards and minimums, to segmenting clients and aligning services with these different segments.
From wealthmanagement.com
Added on December 2019 in M&A Issues
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Summary: (Bloomberg) - Investment adviser deals, once a fragmented backwater of financial services, are surging as Wall Street eyes fees in a business with pricing power.
