2 visitors like this article | Viewed 5447 times | 0 comment
Summary: These acquisitions should make leaders of a wealth management firm pause and reflect on what is occurring in the wealth management technology space. Doing so will ensure that your firm's technology vision is focused in the right direction. What I see are three major trends that the wealth management technology industry is rapidly moving toward.
1 visitor like this article | Viewed 5936 times | 0 comment
Summary: If you're a healthy person in need of a checkup, you make an appointment with your general practitioner. But if your issues are complicated, you probably want to see a specialist who's an expert in the field. There are usually plenty from which to choose. Unfortunately, it isn't always as easy when it's your financial health at stake. The majority of financial advisors are generalists whose clients have a wide array of needs.
1 visitor like this article | Viewed 5172 times | 0 comment
Summary: When Jacob Gold was starting out as a financial advisor 14 years ago, he felt that his relative youth — he was then in his early twenties — kept people from taking him seriously enough. So, in an bid to seem more seasoned, he signed on with a community college to teach a course in financial literacy.
1 visitor like this article | Viewed 4447 times | 0 comment
Summary: The conference, "Evolution Now: Adopting and Thriving in a Changing Environment 2015 and Beyond" will highlight new and fast changing developments in public policy, technology and practice management says NAPFA chief executive Geoff Brown. It will be held from October 21 to October 24 in Charlotte, N.C.
Added on September 2014 in M&A Issues
1 visitor like this article | Viewed 5806 times | 0 comment
Summary: A couple of years ago, the principals of two high-profile financial advisory firms, one from Virginia, one from Chicagoland, were looking across a desk at one another pondering a merger of their firms when they came to a moment that almost crashed the whole thing.
