Added on April 2024 in Form an RIA
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Summary: The fee-for-service model has emerged as a mainstream opportunity for advisory firms to attract next-generation clients, a previously untapped client market, according to a report from AdvicePay. The report suggests three ways that advisors can incorporate fee-for-service financial planning into their larger practices and appeal to new clientele.
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Summary: A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
Added on April 2024 in M&A Issues
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Summary: Generation Alpha–born from the early 2010s to the mid-2020s–will be the largest and most connected generation in history. Plus, their economic footprint is expected to wield as much spending power as Millennials and Gen Z combined, by the year 2029.
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Summary: Concurrent CCO Describes A Collaborative Approach To Compliance And Three Steps To Establish A Compliance-As-Partner Culture
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Summary: Orion’s McLaughlin Discusses Behavioral Finance, Growth Expectations, AI, Compliance, Data Integration, Estate Planning And More
