Added on July 2017 in M&A Issues
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Summary: [Slide Show] Demand for RIA firms is high, and supply is limited. As a result, some advisers considering retirement are holding off while the value of their business continues to rise.
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Summary: To say June 2017 was a busy time for the fiduciary standard would be an understatement. It was the busiest month I’ve seen on the financial advisor regulation front in many years.
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Summary: Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.
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Summary: According to a recent LinkedIn survey, 25% of finance professionals are worried about losing their jobs due to automation. Their fears are not misplaced, or unique to the industry. Just as technology hollowed out American manufacturing and eliminated the middle-man in commerce, it’s driving significant disruption and disintermediation on Wall Street.
Added on July 2017 in M&A Issues
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Summary: National Holdings' deal to acquire WFG Investments, an independent broker-dealer, has fallen apart.
