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Summary: My Twitter feed and email recently blew-up when the new Schwab RIA benchmarking survey data was released. This response caught my attention because in my experience these reactions were usually caused by a survey release from Cerulli, Tiburon Strategic Advisors or Aite Group. What was so unique about this year’s Schwab survey? Is it the urban myth that size matters? Let’s take a look.
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Summary: Just a third of RIAs hire interns for the summer or other parts of the year, the nation’s third largest custodian found in a study released Tuesday. RIAs are thriving, but their lack of succession planning places $5.8 trillion in assets at risk, notes Kate Healy, who leads the firm’s Generation Next program.
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Summary: [Podcast] With cyber-crime on the rise, the wealthy remain a prime target for hackers. K2 Intelligence's Jordan Arnold breaks down the key things to consider when trying to stay safe.
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Summary: Just a third of advisors have hired interns at some point this year, with 20 percent using interns this summer, according to a new survey by TD Ameritrade Institutional.
Added on July 2017 in M&A Issues
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Summary: [Slide Show] Demand for RIA firms is high, and supply is limited. As a result, some advisers considering retirement are holding off while the value of their business continues to rise.
