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Summary: The growth of automated investment advice platforms — also known as robo-advisors — is a top theme of just about every conference in the advisory industry these days. What's more, pundits are debating whether it's the next big thing in investing.
Added on October 2015 in M&A Issues
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Summary: Nearly 75% of the businesses that will go to market will fail to identify an ideal buyer. That’s a lot of time, effort and energy put into something that is so important – only to have nothing to show for all of your troubles.
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Summary: Advisers who can access their clients' employer-sponsored retirement accounts may find themselves in the crosshairs of the Securities and Exchange Commission
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Summary: While there is indeed a large generational wealth transfer in the works, that alone shouldn't be the only reason advisors want to work with Gen X and millennial clients.
Added on October 2015 in Form an RIA
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Summary: When Mr. Strid, his father and his brother launched their own business, they knew that they would have to manage the human resources, technology and payroll functions that Wells used to handle. But doing so took up more time than they had anticipated, Mr. Strid says. In response, they decided to have Mr. Strid’s brother Paul assume the role of chief operating officer to handle the operations workload. They then hired another adviser to service Paul’s clients.
