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Summary: While financial advice firms traditionally have been slow to adopt new technology, pandemic restrictions provided a new impetus for employing various fintech solutions. The 2022 InvestmentNews Adviser Technology Study provides insight into what independent advisory firms are doing in this year. Click through to see the financial technology solutions that are gaining the most traction, based on the portions of firms that said they planned to add the solution in 2022.
Added on March 2022 in M&A Issues
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Summary: As M&A remains hot for RIAs, some advisors may be experiencing FOMO. But before you act on the urge to sell, here are three important considerations.
Added on February 2022 in M&A Issues
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Summary: Merchant Investment Management, a New York-based private partnership that provides growth capital and resources to independent financial services companies, has taken an undisclosed minority stake in Summit Investment Advisory Services, a Roseville, Minnesota-based registered investment advisory firm managing $490 million.
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Summary: Lots of advisors want to reposition their firm to work with high-net-worth clients or even start a new one aimed at households with deeper pockets, but that’s often easier said than done.
Added on November 2021 in Blog
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