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Summary: Have you been competing for work that you are more than qualified to perform, only to be underbid by your competition? Or maybe you have been the one underbidding, which leaves you no room for growth or prosperity.
Added on May 2016 in M&A Issues
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Summary: DeVoe & Company’s latest edition of its RIA Deal Book, which chronicles M&A activity for RIAs in the first quarter of 2016, says 33 transactions took place, down from a record 37 transactions in first quarter 2015.
Added on May 2016 in M&A Issues
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Summary: Large RIAs managing between $1 billion and $5 billion in assets sold in record numbers during the first quarter of the year, according to the Nuveen/DeVoe & Co. RIA Deal Book. While this segment usually accounts for 11% of total M&A transactions, to date it has comprised 21% of the transactions, nearly double the average.
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Summary: Leading custodians warned fee-only financial advisers to figure out what differentiates their services from the competition because pretty soon everyone is going to be touting the fiduciary label.
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Summary: As robo technology proliferates and evolves, regulators are keeping pace – and firms and advisers making use of such tools will have to follow suit, industry executives say.
