From Think Advisor
Added on October 2014 in Form an RIA
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Summary: A testament to the changing social world: Last year when a room full of financial advisors was asked how many of them were using LinkedIn, only three to four hands were raised. When Jared Trexler, brand manager at Ed Slott and Co. LLC., asked the same question during a session at FSI’s Financial Advisor Summit, nearly every hand in the room was.
From wealthmanagement.com
Added on October 2014 in M&A Issues
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Summary: It’s a seller’s market when it comes to the merger and acquisition activity around advisory practices. For every 10-15 deals an advisor looks at, one may turn serious, Paul Lally, president of Gladstone Associates, told attendees of FSI Advisor Summit on Monday.
From Financial Advisor Magazine
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Summary: Nearly 90 percent said robo-advising is a trend destined to grow, with about half of the advisors indicating this online method of managing personal investments attracts young investors. Human advisors, respondents said, will have to find a way to compete for this clientele’s business.
From On Wall Street
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Summary: Clients expect their financial advisors to be experts in everything investment-related. But advisors also are expected to deliver high-quality service while they focus on business development.
From Financial Advisor Magazine
Added on October 2014 in M&A Issues
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Summary: Succession-driven deal volume among advisory firms will have to pick up, but right now there’s a puzzling lack of activity, said Echelon Partners founder Dan Seivert at the firm’s Deals and Deal Makers Summit in Santa Monica, Calif. on Thursday.
