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Summary: Effective marketing helped top registered investment advisors grow at twice the rate other firms did in 2017, according to an annual survey by Charles Schwab.
Added on July 2018 in M&A Issues
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Summary: Founded in 2007 by high-profile industry dealmaker Mark Hurley, Fiduciary Network has minority stakes in at least 17 independent firms, including Evensky & Katz Wealth Management, Sand Hill Global Advisors and Pathstone Federal Street.
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Summary: Today, firms in need of regulatory assistance often turn to their fellow advisors or a ubiquitous search engine—a model ripe for disruption, says a new technology company. As the gig economy, with its legions of on-demand drivers, home repair professionals, and even movers, continues to make waves, compliance and regulation are starting to see changes, too.
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Summary: Technology's impact on everyday behavior has already forced advisers to rethink how they serve clients. Now it's forcing custodians to reconsider how they're serving advisers.
Added on July 2018 in M&A Issues
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Summary: A record 48 mergers and acquisitions took place among registered investment advisory firms in the second quarter, according to Echelon Partners.
