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Summary: Collectively, the financial services industry and, more specifically, the members of and advocates for the financial planning profession have done an atrocious job of articulating the value we provide. There are certainly exceptions to this rule, but on the whole, I think most of us can agree that we can do a lot better.
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Summary: The last couple of years have seen fintech upstarts forge successful partnerships with incumbent financial institutions to better the industry from the inside out. But it wasn't always this way.
Added on January 2018 in M&A Issues
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Summary: In one of the earliest deals of 2018, two RIAs have merged their complementary traditional and social media capabilities to form a new firm with nearly $3 billion in assets under management.
Added on January 2018 in M&A Issues
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Summary: Chicago-based Segall Bryant & Hamill, a registered investment advisory with $12.4 billion in assets under management, plans to acquire Denver Investments, a Denver-based RIA with $7.3 billion in assets. The merger provides Denver Investments with greater scale and improved operational efficiencies, while it expands SBH’s wealth management footprint in the Colorado area.
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Summary: A while back, I was talking to my lawyer about the “client service” I experience from him and his firm. It was evident that he was truly interested in my feedback. My response was simple. “I just have one complaint. I wish you would respond quicker to my phone calls and emails.”
