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Summary: Bob Veres and Jean Sinclair hosted the Insider’s Forum in Nashville in the week before Hurricane Irma shut down other conferences in the city. The conference was well-attended by executives from RIA firms and by industry practice management experts. The result was a conference with engaged attendees and deep-content presentations. One new, foreign attendee asked me, “Is the level of presentations always this good in US advisor conferences?” Sadly, the answer is no! But these are my notes about the trends presented at this one.
Added on September 2017 in M&A Issues
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Summary NEWPORT BEACH, Calif. -- No, it really isn't a seller's market in the RIA M&A space. In fact, on the contrary, says Dan Seivert, CEO of Echelon Partners, the M&A consultancy and investment banking firm.
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Summary: From mid-May through July 2017, the personal information of approximately 143 million consumers was exposed during a long running data breach at Equifax (one of the nation’s three major credit reporting agencies).
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Summary: Technology is making it possible for advisors to offer their clients investments they never had access to before, according to a panel of four speakers at Financial Planning’s Disrupt Advice conference held in New York on Wednesday.
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Summary: When it comes to budgeting conference travel, financial advisers are increasingly thinking outside the box of the standard industry gatherings by venturing into areas that might seem way beyond the realm of financial services.
