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Summary: I’ve noticed something lately about the advisors with whom I coach. They no longer tell me they are busy. Why? They have become all too familiar with my response to that statement. “Are you good busy or bad busy?”
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Summary: President Barack Obama singled out Sheryl Garrett as an adviser who puts clients' interests first in his speech Monday that backed tougher investment-advice standards for brokers who handle retirement plans.
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Summary: Are RIAs losing an advocate at Fidelity -- or gaining a technology champion? Experts offered mixed opinions after Fidelity announced its decision to merge its investment advisor and broker-dealer businesses under Sanjiv Mirchandani, while moving Michael Durbin over to launch the new Fidelity Wealth Technologies division.
Added on February 2015 in M&A Issues
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Summary: The world of mergers and acquisitions (M&A) enjoyed a frenetic burst of activity in 2014. Transactions reached $2.8 trillion in the first nine months of the year – a rise of 34 percent on the same period last year and the highest volume during this period since the heady days of 2007.
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Summary: Americans are already moving money around through their smartphones — purchasing, banking, trading. Once used to this quick pace, mobile users are likely to jettison institutions that slow them down.
