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Summary: Despite recent stock market struggles, wealth management remains one of the strongest-performing sectors in financial services around the globe, according to Deloitte’s 2019 Banking & Capital Markets Outlook report. Macroeconomic trends, the movement towards fee-based relationships and favorable demographic shifts all give reason for continued optimism going into 2019.
Added on December 2018 in M&A Issues
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Summary: Succession planning is complicated for a multitude of reasons, but it’s also like selling a house. There are various factors that impact your property’s selling potential — an updated kitchen or an outdated bathroom. While understanding the various components that add or decrease resale value of your house is relatively easy, selling an advisory practice is much less obvious.
Added on December 2018 in Form an RIA
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Summary: A common misconception in the RIA industry is that COOs add to a firm’s expenses but do little to boost the firm’s revenue.
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Summary: Let’s face it, just starting your firm took a lot of hard work and it certainly doesn’t get any easier as you’re continuing to grow it. You are responsible for everything, the decisions, the revenue, and, of course, the expenses. Basically, it’s all on your shoulders and failure is not an option.
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Summary: Folio Financial says it has rolled out a new robo-advisor platform for both financial professionals and investors that includes tools for goals-based financial planning and specialized portfolio building.
