From Financial Planning
0 visitor like this article | Viewed 4113 times | 0 comment
Summary: The routes to growth for financial planning practices have been well worn — until recently. Traditional methods of adding clients, increasing AUM and boosting productivity are increasingly in flux. Instead, advisors are exploring new ways to curate client experiences, let technology lighten their loads and hang on to second-generation clients.
From wealthmanagement.com
0 visitor like this article | Viewed 4250 times | 0 comment
Summary: Among the challenges facing the financial services industry, one stands out to me: a historic inability to attract and retain diverse talent.
From InvestmentNews
Added on October 2019 in M&A Issues
0 visitor like this article | Viewed 4202 times | 0 comment
Summary: Sacramento, Calif.-based Allworth Financial continued its aggressive acquisition strategy by purchasing Dallas-based RAA, a $2.8 billion registered investment adviser that specializes in serving airline industry employees.
