Added on October 2014 in Form an RIA
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Summary: The majority of investment advisory firms’ main offices are concentrated in a relatively small number of states, with the distribution likely driven by access to financial markets, population and net worth.
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Summary: A majority of Americans nearing retirement are eyeing financial advisors for help with planning for the costs of health care.
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Summary: Custodians, those longtime third-party guardians of customer securities, are launching new products that give traditional registered investment advisers the technology to compete against so-called robo-advisers.
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Summary:Throughout my career, every adviser I've worked with has had the same goal — to increase revenue while maintaining or improving their quality of life. This is a daunting task for the majority of advisers in our industry and a reality for a select few. The question is, then, “How do you join that select group, or if you are already in the select group, how do you keep driving forward?”
Added on October 2014 in M&A Issues
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Summary: Synergy has been defined as a phenomenon where one plus one equals three. We agree. For years, we’ve been reading about how the financial advice business will experience a proliferation of mergers, acquisitions and consolidations.
