Added on September 2019 in M&A Issues
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Summary: Advisors are bullish on the industry’s prospects for continued M&A, although some challenges, such as a lack of confidence that the next generation can afford to buy them out, abound, according to a recent DeVoe & Co. study.
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Summary: Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.
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Summary: With cybercriminals constantly seeking opportunities to separate people from their money, it should come as no surprise that banks and other financial institutions are prime targets of cyberfraud. A recent report by Intsights, a cyber intelligence company, found that more than 25% of all malware attacks are aimed at financial organizations, more than any other industry, and that there were huge year-on-year increases in the numbers of incidents involving credit cards (up 212%), credential leaks (129%) and malicious apps in general (102%).
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Summary: When succession planning is on the horizon, how does the owner of a planning firm transfer the mantle of trust to their future successor? Financial advice, after all, is very personal. We know our clients' goals, financial successes and mistakes, family joys and upheavals — and sometimes even the dark skeletons in their closets. The relationship takes time to build and years of showing up when the client needs help.
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