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Summary: Following a presentation Wednesday morning by Ric Edelman, the founder and executive chairman of Edelman Financial Services, on exponential technology, nearly every keynote presentation and panel focused on how advisers can future-proof their firm to keep winning clients in the face of rapid change.
Added on February 2018 in M&A Issues
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Summary: Whether for growth, succession, a need for scale or some combination of those reasons, the number of advisory firm mergers and acquisitions is quickly accelerating.
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Summary: TD Ameritrade put the competitive pressures tied to robo-advisors and other technology left, right and center at its LINC 2018 RIA conference this week in Orlando. Industry leaders highlighted the power and threat of technology and how to address these trends in the advice business.
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Summary: Having grown up in successive but very different eras, millennials — people ages 17 to 37 — and Gen Xers, ages 38 to 52, can harbor different concerns and perspectives around investing.
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Summary: Like the movie "Groundhog Day," where weatherman Phil Connors (Bill Murray) is trapped in a time loop, many small or family-run businesses can repeat the same planning mistakes over and over, according to Jim King, who is an owner and wealth manager at Balasa Dinverno Foltz.
