Added on December 2019 in Form an RIA
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Summary: How your firm prices its services is about more than just boosting profit margins. The right fee structure is vital to client satisfaction and your long-term success.
Added on December 2019 in M&A Issues
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Summary: No, that's not a premise for a TV sitcom – it actually describes my family's life-changing leap from city to country six years ago. The implications of that transition (which, I assure you, persist) often come to mind as I see the unprecedented number of RIAs taking their own major leaps into transformational mergers and acquisitions (M&A).
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Summary: My name is Bill McGuire and I am RIA Match's Director of Strategic Business Development, with over a decade of experience working with RIAs. I'm editor for Knowledge and Insights Digest and My Story weekly subscriber blog. If you haven't written your 'My Story' yet or have a platform question, email me at support@riamatch.com
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Summary: Reevaluating your firm’s technology solutions, including a review of what integrations are available, is a valuable annual exercise, according to Fidelity Institutional’s Tricia Haskins, VP of digital strategy and platform consulting. That’s because each firm has different technology needs and there are a plethora of platforms designed to meet those needs. In fact, not even the custodian giants like Fidelity have all the answers, leaving room for smaller startups and new entrants into the advisor technology marketplace.
Added on December 2019 in M&A Issues
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Summary: Fidelity Investments reported Friday that robust M&A activity continued in November, with 10 RIA transactions announced in the month.
