0 visitor like this article | Viewed 4396 times | 0 comment
Summary: Advisers from all five classes of our 40 Under 40 winners describe changes they expect to see at their businesses in the next three years, predicting transformations in client reviews, fee models and even investments. Their responses were collected at the InvestmentNews <a style="color: rgb(185, 32, 37); font-weight: 700; text-decoration: none;" href="http://www.investmentnews.com/article/20180721/FEATURE/180729991/what-is-shaping-the-advice-business-of-tomorrow”%20target=" _blank"="" data-cke-saved-href="http://www.investmentnews.com/article/20180721/FEATURE/180729991/what-is-shaping-the-advice-business-of-tomorrow”%20target=">Future of Our Business event May 31 in New York.
0 visitor like this article | Viewed 4341 times | 0 comment
Summary: Cerulli Associates, a leading financial services market research firm, projects that more than one-third (35 percent) of financial advisors will retire in the next 10 years. In its wake, the next generation of advisors will inherit roughly $6 trillion of advisor-managed assets.
0 visitor like this article | Viewed 3747 times | 0 comment
Summary: he future is already here, according to science-fiction writer William Gibson, who noted, "it's just not very evenly distributed."
Added on July 2018 in M&A Issues
0 visitor like this article | Viewed 4700 times | 0 comment
Summary: The exuberance currently surrounding mergers and acquisitions "makes me nervous," Liz Nesvold, managing partner of Silver Lane Advisors told advisors at Pershing's RIA Symposium in New York.
0 visitor like this article | Viewed 4099 times | 0 comment
Summary:The RIA industry seems to be in a sweet spot: Demand for financial advice and planning is growing while the number of advisors is shrinking, but firms are also facing many challenges.
