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Summary: Most advisors think about their future in terms of growing their business, working with clients to achieve great outcomes, developing employees and achieving work/life balance. aRIA had its second meeting in October 2012 and came up with a shared point of view of what each member is striving for in their business.
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Summary: The advisory industry will shed more than 25,000 financial planners over the next four years, down to just more than 280,000, according to research firm Cerulli Associates. It's bad news for the advisory industry overall, but there is some good news for RIAs.
Added on October 2013 in M&A Issues
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Summary: Whenever advisors discuss mergers and acquisitions, a handful of hot-button issues invariably dominate the conversation. And two prominent industry M&A experts offered some spirited discussions on a few of these contentious issues at the Deals & Deal Makers Summit in Santa Monica, Calif.
Added on October 2013 in Join an RIA
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Summary: The effort to groom more financial advisers at colleges, instead of relying on retail brokerages' training programs, has won support from the deep-pocketed companies that serve as custodians for registered investment advisers.
Added on October 2013 in Join an RIA
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Summary: A presentation by Cerulli Associates’ Tyler Cloherty and Patrick Newcomb at the FSI One Voice Conference in San Diego focused on trends impacting the IBD space, specifically recruitment and market share, both of which IBDs are losing.
