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Summary: Are you interested in a seven-figure income? If so, you’re in the right profession. Now for the multi-million dollar question—are you willing to develop the talents of an elite financial advisor?
Added on March 2019 in M&A Issues
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Summary: Private equity-backed buyers of advisory firms have dominated the RIA headlines for the past two years. Aggressive dealmakers KKR and Stone Point Capital, which bought Focus Financial in 2017, exemplify the trend.
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Summary: Advisors using Redtail Technology's client relationship management platform and Snappy Kraken's marketing technology will have access to a new integration unveiled today, Snappy Kraken announced. Advisors on the Snappy Kraken interface can now authenticate their Redtail account details, porting over contact and group information into the marketing platform.
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Summary: It's traditionally thought that smaller advisory firms are able to embrace new technology quicker than larger firms. With fewer advisers to train or accounts to migrate, the small boat can turn quicker than the large ship.
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Summary: If you’re on Twitter, you probably already follow popular financial industry voices like Michael Kitces, April Rudin, or Josh Brown and the Ritholtz Wealth crew. But there are a lot of great people using social media to talk about wealth management and financial advice.
