Added on January 2018 in Join an RIA
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Summary: It’s almost comical. One hundred percent of former wirehouse or regional-brokerage advisors in the independent RIA channel are happier for having made the move. That’s according to a blind survey of 450 FAs by Dynasty Financial Partners — a sponsor that, as an infrastructure provider to breakaway RIAs, has to be pleased with the result.
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Summary: The Certified Financial Planner Board of Standards said Monday that the number of CFPs has reached 80,000, with a record 1,250 women certified in 2017.
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Summary: We see financial advisors on a daily basis who say they would like to grow their business but when it comes right down to it, they are reluctant to change how and with whom they do business.
Added on January 2018 in M&A Issues
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Summary: Merger and acquisition activity in the advisory space will continue to heat up, with experts in the field agreeing that industry consolidation is taking hold.
Added on January 2018 in Join an RIA
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Summary: With the number of CFP Board-approved planning programs growing across the country, prospective advisors have a longer list of choices than ever before. While there are many factors to consider when choosing a program, geography can be important. Advisors looking to hire young planners should take note of the planning programs in their area as well.
