Added on August 2017 in Form an RIA
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Summary: When meeting with advisers in their offices, I often hear, “The average age of our client base is 67 years old. We know the statistics — 90% of children fire their parent’s adviser. We are scared to death that we will lose the next generation. We need to offer a robo solution because these kids have grown up in the digital age!”
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Summary: Financial advisors have more work to do when it comes to protecting their systems from hackers, InvestmentNews reports, citing cybersecurity examination results released this week by the SEC.
Added on August 2017 in Join an RIA
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Summary: For many, summer in the city is something to try to escape. Sure, it’s hot and humid, but it’s also my favorite time of year. For me, it has come to symbolize an infusion of new energy into the RIA world as we welcome and celebrate our NextGen RIA Scholarship and Grant winners.
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Summary: When it comes to advisor technology, selecting a product is only the beginning. The real challenge comes in implementation and adoption.
Added on August 2017 in M&A Issues
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Summary: Private equity has discovered the financial advice industry, which can represent a whole new set of opportunities — and challenges — for advisory firms.
