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Summary: RIA executives and market observers agree that Ric Edelman’s brand of radio populism has little bearing on wealthy clientele. But in the wake of a $3 billion deal that would combine robo advice and 401(k) pioneer Financial Engines with Edelman Financial Services, industry leaders are also convinced that there will be increased pressure to accelerate digital services and capabilities.
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Summary: Do you ever have clients asking the same questions over and over again? Do they want their information directly from and immediately rather than waiting or having a team member assist them? Perhaps they just don’t have time to make a call or want to ask a question in the middle of the night and need easy to digest information on their own time.
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Summary: Graduating from college may not always be the ticket to a high-paying job but it is a ticket to a job. The unemployment rate for recent college grads, defined as grads ages 22 to 27, is 3.8%, the lowest rate since September 2008 and below the national jobless rate of 4.1%, according to the New York Fed’s latest report on the labor market for recent college graduates.
Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.
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Summary: Financial advisers looking for new clients might consider fine-tuning their marketing efforts to help them stand out, especially when it comes to wealthy do-it-yourself investors.
