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Summary: The founder of DMAC Consulting tells Michael Kitces why the No. 1 element of success as an advisor is to find and get control of your own self confidence.
Added on May 2018 in M&A Issues
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Summary: The move by Focus Financial Partners to raise $100 million through an initial public offering could be a cue to RIA owners that it may be time to sell.
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Summary: The bullish markets and aging baby boomers have fueled remarkable practice growth over the last decade. Since many advisers are also baby boomers, adding advisers to handle a growing client base or provide succession planning options is essential for the growth and continuity of their practices. But most of these advisers are not ready to retire, and some plan to die with their boots on.
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Summary: As a report from Accenture laid out earlier this year, not only are financial services firms targeted by cybercrime more than any other sector, but breaches have actually tripled over the past five years. Technology has revolutionized this sector, but in doing so, it has opened financial advisors and other industry professionals to threats and liabilities in ways never before imagined. Potential consequences range from the unnerving to the catastrophic.
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Summary: Hearsay Systems showcased the latest trends and hottest innovations in financial technology at its annual conference Thursday in San Francisco, but CEO Clara Shih also gave a stark assessment on how limited fintech’s reach into advisors’ daily work life is today.
