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Summary: Key findings of the 2015 Scottrade Advisor Services Study released today, which in August surveyed 373 RIAs online with at least $10 million in assets under management, asking where they would spend an “extra dollar” in their businesses.
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Summary: According to a recent study from Putnam Investments, more than 80% of the advisors it surveyed said that they use social media for their business, reflecting how firms are finally figuring out the regulatory boundaries for communicating online.
Added on December 2015 in M&A Issues
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Summary: Some of the industry's leading executives offered tips and advice to RIA principals during the annual MarketCounsel Summit, which attracted an elite gathering of power players in the independent planning channel.
Added on December 2015 in M&A Issues
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Summary: As reported from the MarketCounsel Summit, buyers and sellers are gearing up for a busy year for deals as private equity buyers come off the sidelines, attracted by the strong-growth business and “strong” valuations.
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Summary: The future of the financial advice industry will inevitably involve a lot of technology, but robo-advice platforms will not replace the human touch of a good adviser. That was among the top themes on Tuesday in Miami at the kick-off of the MarketCounsel Summit, an event catering to independent financial advisers.
