Added on December 2015 in Join an RIA
1 visitor like this article | Viewed 4571 times | 0 comment
Summary: As trends in wealth management continue to upend the established order, bringing innovation, competition and transparency, intra-family wealth practices may wonder how a move to independence could affect their own family businesses.
1 visitor like this article | Viewed 3764 times | 0 comment
Summary: Key findings of the 2015 Scottrade Advisor Services Study released today, which in August surveyed 373 RIAs online with at least $10 million in assets under management, asking where they would spend an “extra dollar” in their businesses.
1 visitor like this article | Viewed 4215 times | 0 comment
Summary: According to a recent study from Putnam Investments, more than 80% of the advisors it surveyed said that they use social media for their business, reflecting how firms are finally figuring out the regulatory boundaries for communicating online.
Added on December 2015 in M&A Issues
1 visitor like this article | Viewed 4875 times | 0 comment
Summary: Some of the industry's leading executives offered tips and advice to RIA principals during the annual MarketCounsel Summit, which attracted an elite gathering of power players in the independent planning channel.
Added on December 2015 in M&A Issues
0 visitor like this article | Viewed 4927 times | 0 comment
Summary: As reported from the MarketCounsel Summit, buyers and sellers are gearing up for a busy year for deals as private equity buyers come off the sidelines, attracted by the strong-growth business and “strong” valuations.
