Added on March 2015 in Form an RIA
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Summary: Like long-term care insurance and straight-through processing capabilities, people too often don’t realize the need for strict cybersecurity measures until they’re personally affected. Sure, lip service is routinely paid, but it too often takes a catastrophic situation to get someone’s attention.
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Summary: Fee-based pricing is on the upswing after falling for several years and landing under 1% in 2013, a new report shows. Advisers charged an average of 1.02% on client assets in 2014, compared with 0.99% the previous year, according to a PriceMetrix Inc. report released Monday that analyzes transaction and account data of 40,000 advisers.
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Summary: In a Financial Planning webinar last week, listeners got some great ideas from a team of practice management experts: Joni Youngwirth, Commonwealth Financial Network's managing principal for practice management; Fidelity Investments executive vice president David Canter; and Christine Gaze, president of Purpose Consulting Group.
Added on March 2015 in M&A Issues
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Summary: A new product combining technology with M&A consulting services for RIAs was recently launched by AmplifyRIA and RIA Match, off the back of advisor demand for an end-to-end solution that would oversee the entire relationship-matching process.RIA Match Concierge Consulting is aimed at RIAs that are looking to buy, sell, merge or add advisors, led by the chief executive and founder of RIA Match, Mary Ann Buchanan, and Kathleen Asack, founder and principal of AmplifyRIA.
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Summary: The key part of our business management strategy is to create firms that take as much off their owner-advisors’ plates as possible. Not only does this eliminate what’s almost always the major bottleneck in a firm, it also gives firm owners more free time in and out of the office.
