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Summary: Investors most susceptible to fraud typically exhibit an unusually high degree of confidence in unregulated investments and tend to trade more actively than the general investor population, according to survey results from AARP.
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Summary: Recent financial technology initiatives for wealth managers have focused on transparent and efficient delivery of information. While data aggregation and reporting were previously pain points, today they are essentials.
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Summary: Relationships in business are tricky but, as you point out, family relationships in business are often very, very tricky. Do you think I should just stay out of it or could I provide some benefit if I were to intervene in their problems?
Added on February 2017 in M&A Issues
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Summary: In acquiring Duckworth Wealth Advisors this month Mercer Advisors did more than add tax-preparation capabilities to an already broad service roster.
The move, which has taken Santa Barbara, Calif.-based Mercer from zero acquisitions in its first 31 years to a blistering six since the fall of 2015, merely primes the firm to extend the streak for another 36 months — at least.
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Summary: Common online habits and marketing strategies of advisers may be breaking all the digital rules without them even knowing it. Scott Steinberg, author of Netiquette Essentials, which was recently updated, said firms should avoid making these social media mistakes if they want to demonstrate proper digital manners.
