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Summary: According to a new report from SS&C Technologies, the younger generation of investors and financial advisers might be driving the demand for innovation in financial services, but adoption rates are increasing among both young and old.
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Summary: Registered investment advisors face escalating competition for client assets, and the right strategy will differentiate winners from losers, said Andrew Town, vice president of institutional consulting for TD Ameritrade, who spoke during a presentation at the 2020 TD National LINC conference in Orlando.
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Summary: One factor driving the rapid rise of M&A in the advisory industry? It’s increasingly the only way to grow a practice into a sustainable business, argued a trio of RIA executives at the recent TDAI conference.
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Summary: One of the most knowledgeable and respected observers of the RIA business is Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing. Recently, InvestmentNews Content Strategy Studio sat down with him to discuss the changing landscape of the custodial business, what the changes mean for registered investment advisory firms, and what steps he sees as most important for RIAs to take as they prepare for the future.
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Summary: Although the merger between Schwab and TD Ameritrade is still expected to close in the second half of this year, integration between the two companies is expected to take 2-3 years to complete, according to TD Ameritrade Institutional President Tom Nally.
