Added on August 2018 in Form an RIA
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Summary: After almost 20 years in the business — the bulk of it at wirehouses — Tim Davis made the leap to an RIA nearly a year ago.
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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.
Added on August 2018 in M&A Issues
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Summary: So far, 2018 has had an up quarter and then a down quarter for the number of RIA mergers and acquisitions that have transpired, according to TD Ameritrade.
Added on August 2018 in M&A Issues
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Summary: ECHELON Partners, a leading investment bank focused exclusively on the wealth and investment management industries, announced today the release of the 2nd Quarter, 2018 ECHELON RIA M&A Deal Report designed to capture the key transactions, trends and M&A activity in the US Wealth and Investment Management industries.
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Summary: While investment advisory firms are optimistic about their business prospects — with close to 80% planning to expand their staffs in the next year — cybersecurity, a potential market crisis, regulations and fee compression top their list of rising concerns, according to a just-released report by the Investment Adviser Association and Cerulli Associates.
