From RIA Match
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Summary: My name is Bill McGuire and I am RIA Match's Director of Strategic Business Development, with over a decade of experience working with RIAs. I'm editor for Knowledge and Insights Digest and My Story weekly subscriber blog. If you haven't written your 'My Story' yet or have a platform question, email me at support@riamatch.com
From wealthmanagement.com
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Summary: Reevaluating your firm’s technology solutions, including a review of what integrations are available, is a valuable annual exercise, according to Fidelity Institutional’s Tricia Haskins, VP of digital strategy and platform consulting. That’s because each firm has different technology needs and there are a plethora of platforms designed to meet those needs. In fact, not even the custodian giants like Fidelity have all the answers, leaving room for smaller startups and new entrants into the advisor technology marketplace.
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.
