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Summary: Product providers’ efforts to reach financial advisors may be for naught if they don’t ease up on how often they’re communicating with them. A report released in January by Practical Perspectives found that advisors are overwhelmed by the contact they get from various asset managers, insurance companies and other product providers.
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Summary: The terrain for financial advisors is shifting. The ubiquitous adoption of smartphones and the use of social media have changed the way advisors connect with clients.To find out what advisors and clients are thinking, EY’s 2014 Wealth Management Survey asked both groups a series of questions.
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Summary: InvestmentNews hosted a roundtable of technology executives from independent broker-dealers and custodians to learn about the biggest issues they're tackling, what they're hearing from advisers and what they plan to focus on next. Here's what they had to say:
Added on January 2015 in M&A Issues
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Summary: While mergers and acquisitions represent an efficient way for firms to achieve growth, finding a ready partner in 2015 will be challenging. Activity in the M&A market heated up in 2014, with no signs of slowing down over the next 12 months.
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Summary: To help us in that process and discover where we could add value as a firm, we decided to form an advisory board: a group of seasoned professionals who could provide us with strategic counsel and business-planning support.
