Added on June 2020 in M&A Issues
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Summary: We employ a well known strategy to which we are totally committed because it works! As close to a sure thing as you're going to get in investing. Must be able to share the total commitment and be willing and able to share our special process with the world. Mostly a retail product able to attract billions of $$ in assets, and I can prove it. beating our benchmark for 11 years - needs distribution.
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Summary: Financial advisers temporarily pulled back from client prospecting in the immediate wake of the COVID-19 pandemic, but as businesses start to reopen, the advice industry appears to be discovering a new path toward new business.
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Summary: Wirehouse and other advisors with an itch to open their own independent firm beware: The move can be rewarding — but if (and only if) it’s done correctly, according to several breakaway specialists.
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Summary: Now is the right time to start an RIA firm regardless of the COVID-19 pandemic and other challenges, but it is important that advisors make certain they are doing it for the right reasons, according to industry executives who spoke Friday during the RIA in a Box webinar “The Path to Independence: How to Build Your Technology Stack.”
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Summary: The RIA industry is likely to face succession hurdles in the coming years as a majority of large firms reported insufficient investment in the next generation of leadership.
