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Summary: The Securities and Exchange Commission on Wednesday unanimously proposed a rule that would require investment advisers to disclose more information about their use of separately managed accounts and their social media activities.
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Summary: Despite the attention given to the fiduciary standard and robo-advisors, there remains another trend that has not been as widely covered but is changing wealth management: the demise of sole-practitioner advisors.
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Summary: The worlds of traditional wealth managers and upstart digital competitors collided on the same stage during the LinkedIn FinanceConnect conference in New York on Thursday, and the competition between the two simmered through exchanges.
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Summary: Wearable technology is the blending of advanced electronics, sensors, and computing power into clothing or accessories that can be worn on the body. Wearables have come a long way, from smart glasses right out of a futuristic movie, to hidden fitness trackers that silently encourage us one step at a time. With the popularity of Fitbit and the fast-selling Apple Watch, wearables have burst into the mainstream.
Added on May 2015 in M&A Issues
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Summary: Last month, wealth-firm aggregator Focus Financial Partners entered the Canadian market by purchasing a minority stake in Dorchester Wealth Management, which manages more than $675 million. This boosted Focus’ network to 35 independent advice firms in North America and the U.K. with total annual revenue of more than $325 million
