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Summary: Since the stock market serves as an indicator of investor sentiment about the future, its recent gyrations underscore the worries surrounding the possible impact of the Covid-19 omicron variant. One thing is certain: Given the experience with the first wave, lockdowns and closures could be reimposed to contain the variant’s spread. Even if government officials decide not to take such economy-crippling measures, large numbers of people simply may choose to continue working remotely. Those who have returned to offices may go back to working from home.
Added on November 2021 in Blog
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High-impact guidance for your firm’s succession planning or growth goals
Added on May 2021 in M&A Issues
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Summary: Edelman Financial Engines, an independent financial planning firm that was created through the combination of Edelman Financial Services and Financial Engines, has acquired Viridian Advisors, a Bothell, Wash.–based financial and tax planning RIA with $846 million in assets across more than 800 clients. The deal represents Edelman's first RIA acquisition since the merger.
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Summary: We asked industry leaders and wealth management executives what books they would recommend about business, finance or economics. Some told us that they would suggest reading books on innovation or even life hacks, because they're useful for practice management (and managing the rest of your life.
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Summary: When the market is on a bull run, advisors are more likely to focus on organic growth and serve their current clients. After all, portfolios are going up, so that means revenue often is going up, too.
