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.
From InvestmentNews
Added on December 2019 in Form an RIA
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Summary: Here's a warning: Your clients are going to expect a lot more out of you in the coming years than you are probably providing today. And if you don't start preparing for it, you might as well get out of the business.
From wealthmanagement.com
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Summary: It’s no secret that RIAs, much like the broader financial services industry, have an exit planning crisis. One reason is that running a successful RIA is often very lucrative and the financial rewards can make it difficult for many owners to walk away.
