1 visitor like this article | Viewed 456 times | 0 comment
Summary: Like other areas of our lives, the presence of artificial intelligence for people’s money matters is growing rapidly. From robo-advisors and budgeting apps to algorithms that automate investing, AI is reshaping how people engage with their money. Yet despite the rise of these tools, when it comes to financial advice, Americans report still preferring advice from a human financial advisor.
1 visitor like this article | Viewed 449 times | 0 comment
Summary: Private equity exit values and volume are up sharply, but investments in RIAs are taking a different path: “Many PE firms are now structuring proposals that allow RIAs to roll equity into their next fund,” Hue Partners' Emily Blue told InvestmentNews.
Added on August 2025 in M&A Issues
1 visitor like this article | Viewed 465 times | 0 comment
Summary: According to a recent study, conducted by Wealth Management IQ in partnership with United Planners, the advisory firm M&A landscape remains robust in 2025. This survey shows how firms are heavily focused on inorganic growth strategies despite market volatility. Though the majority of firms report increased valuations over the past year the projections show optimistic growth to continue in 2025.
Added on March 2025 in Form an RIA
0 visitor like this article | Viewed 1250 times | 0 comment
Summary: Arecently released survey by CapIntel, a B2B fintech, sheds light on what investors value most in their relationships with financial advisors. It also underscores what can lead to dissatisfaction and prompt them to change advisors.
0 visitor like this article | Viewed 1111 times | 0 comment
Summary: Now that we’re back from the end-of-the-year celebrations, I’d like to draw your attention to a little-known date that should be part of every financial advisor’s calendar. January 2 is the day that most advisors should circle and celebrate – and for good reason.
