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Summary: Increasingly, research suggests the wealthiest are interested in digital wealth management, and that advisers quickest to adopt digital advice tools into their practice are getting an edge over non-digital competitors.
Added on June 2016 in M&A Issues
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Summary: The latest indication of fintech's widespread impact is the launch of a new investment banking platform by Echelon Partners, a well-known RIA M&A firm, focusing on what it calls the "wealth technology" sector.
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Summary: The ideal RIA custodian might have the steel-vault safety-of-assets qualities of Pershing Advisors Solutions, the retail-polished service quality of Schwab Advisor Services, the software swagger of Fidelity Custody & Clearing Solutions, the feistiness of TD Ameritrade Institutional, the purity of RIA purpose of Trust Company of America or Shareholders Service Group and the omnibus trading abilities of a Folio Institutional.
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Summary: The advisory world is being roiled by changes. How should advisers adapt as passive investing and automated advising continue to grow? What about changing definitions of risk in a fiduciary environment and new client goals?
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Summary: Investors and their advisors see eye to eye on several things: managing volatility, protecting assets and saving for retirement.
