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Summary: The torch is being passed from boomers to the Gen Xers as leadership of registered advisory firms trends younger, according to a report by FA Insight.
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Summary: Financial advice requires boatloads of paperwork, but two little known fintech firms have been working for 20 years to make it easier. They likely are the most widely used adviser technology firms in the market — even if most advisers don't even know their names.
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Summary: In my 10 years generating predictable leads for independent financial advisory firms, I’ve seen a lot of marketing techniques evolve enormously over that time. One of the biggest ones is also, in a lot of ways, the one that people still don’t understand – email marketing for financial advisors.
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Summary: For years, independent financial advisors (particularly those who offered holistic and comprehensive financial planning services) had a relatively easy time differentiating themselves from the vast majority of others in the industry by emphasizing the breadth and depth of their financial planning services (as contrasted with competitors that were still primarily in the investment or insurance product distribution business).
Added on July 2019 in M&A Issues
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Summary: Kudu Investment Management acquired a minority stake in First Long Island Investors in a deal that highlights a new twist on private-equity capital finding its way into the advisory space.
