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Summary: Those who don't anticipate and adapt are doomed to failure.However, nobody can see the future; we can only take educated guesses. That's why we reached out to 11 luminaries in the wealth management industry to find out what they think the financial advice landscape will look like in 25 years.
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Summary: RIA principals selling their business may get less than top dollar if they don't develop a succession plan.
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Summary: Cybersecurity was a major theme at this year’s T3 Advisor conference—and for good reason. Financial services are naturally attractive to criminals. In 2017, the sector experienced the highest volume of security incidents and the third highest volume of cyberattacks across all industries, according to an IBM security report.
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Summary: The top 10 wealth management trends that Aite Group sees for 2019 aren’t shocking, and in fact the firm itself sees them as “revisiting the value chain.” In a presentation, several firm experts discussed the trends. Here are those trends and a brief description.
Added on February 2019 in Join an RIA
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Summary: Seeking either to build on or create momentum with potential recruits, three large brokerage networks — Wells Fargo Advisors, LPL Financial and Cetera Financial Group — are beginning 2019 with substantial offers to lure brokers and financial advisers to change employers and move their businesses to a new address.
