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Summary: How should robo-advisors be regulated? That’s a question the Securities and Exchange Commission must tackle, as assets managed by these firms will surge to $2 trillion in the next five years, argues SEC Commissioner Kara Stein.
Added on December 2015 in M&A Issues
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Summary: The past several months have been fascinating if you are an independent adviser. Three large transactions have been announced that offer some telling signals about where the industry is headed
Added on December 2015 in M&A Issues
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Summary: In the world of advisor-firm acquisition, the rule of thumb — valuing the deal at two times recurring fee revenue — is an inefficient method of getting at the true value of a business, guest-blogger Daniel Zajac argues in Nerd’s Eye View.
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Summary: Art Haws of HawsGoodwin Financial says advisers must consider cost, integration and marketing the new automated platform separately from the main financial planning operation.
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Summary: Every business needs capital. It’s your stake in that big lifelong game called Success. Your capital empowers you to do a lot more than keep the lights (and computers) on: it’s the foundation for your future growth and your protection during future economic downturns.
