Added on April 2022 in M&A Issues
0 visitor like this article | Viewed 2111 times | 0 comment
Summary: Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.
0 visitor like this article | Viewed 1978 times | 0 comment
Summary: Women's emotional and social competencies are essential for financial advisers, who often have to have tough conversations with clients and handle delicate situations.
0 visitor like this article | Viewed 1916 times | 0 comment
Summary: Financial advisors are finding more opportunities for meaningful engagement with clients and even their family members when they conduct virtual and in-person meetings.
0 visitor like this article | Viewed 2127 times | 0 comment
Summary: Trade associations in the investment advice sector are voicing concerns about the reporting mandates of a proposed SEC cybersecurity rule for registered investment advisers and companies.
Added on April 2022 in M&A Issues
0 visitor like this article | Viewed 2063 times | 0 comment
Summary: Registered investment advisor firms that want to sell are going to have to work harder to make themselves stand out, according to a recent report.
