Added on February 2016 in M&A Issues
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Summary: Dealmaking among independent financial planners is poised to pick up this year after record merger activity in 2015, according to consulting firm DeVoe & Co.
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Summary:Don't be a dinosaur like the accounting firm that refused to work with QuickBooks....they’re extinct now. Instead, embrace and leverage the positive aspects of powerful new technologies like social media and thrive!
Added on February 2016 in Form an RIA
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Summary: Company chiefs should highlight the advantages of independence and be prepared to reassure staffers who are uneasy (requires Wall Street Journal Online account to read full article)
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Summary: There seems to be an advisor recruiting frenzy going on. As Cerulli Associates and others point out, it is more common than ever for advisors joining the independent ranks to join an existing firm.
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Summary: Pershing announced it is adding NextCapital to a stable of digital solutions that it is providing custody for including Motif Investing and Personal Capital.
