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Summary: Two recent client stories opened my eyes to something I thought we left behind in high school — peer pressure. Their experiences floored me, and I realized we have to help clients combat much more than just their internal money scripts to achieve financial peace. How do we help them not succumb to the sometimes crippling judgment of others? In turn, how do advisors avoid the same forces?
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Summary: Wealth managers believe health insurance is the single biggest healthcare-related issue currently facing their clients, according to a recent study.
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Summary: I’ve been watching, with increasing dismay, the trend of non-financial planners taking over ownership of planning firms. We have private equity firms buying financial services firms, and financial services firms that are either going public or promising to as part of their rollup pitch to independent advisors. The distress became especially acute when Focus Financial Partners went public and raised just over $600 million from its new shareholders.
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Summary: Annually we report on our subscriber data to provide insights to advisory firm principals as they refine their firm's succession and strategic growth plans. A completed RIA Match profile includes comprehensive information from up to 72 data points. This aggregrated data offers insights from over 4,500 subscribers. Download the Subscriber Infographic where we provide a snapshot of the advisor types, trends and goals. Be curious and communicate with your matches!
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Summary: The deadline for comments on the Securities and Exchange Commission’s sweeping advice standards package for brokers and advisors ended Tuesday, and at midday, comments were still streaming into the agency.
