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Summary: Financial advisors often see the small-business owner demographic as a desirable place to position themselves, yet many are unprepared for the various challenges and issues that present themselves when working with families who own successful businesses.
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Summary: Launching its own online advice platform, Charles Schwab & Co. Inc. is aiming to make low-cost, web-based advice even cheaper in the latest development in the quickly evolving business, but some industry watchers say it could rankle advisers who custody assets with the firm.
Added on October 2014 in M&A Issues
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Summary: The merger of two prominent Colorado advisory firms has earned them the top spot in wealth management in the state. The combination of Wood Investment Counsel of Denver and Obermeyer Asset Management of Aspen will manages $1.7 billion assets — beating out Weatherstone Capital Management of Denver, which oversees $1.2 billion in assets.
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Summary: Multiple studies have found millennials, the generation born after 1980, tend to be pretty conservative when it comes to investing. A March study by the FINRA Foundation found just 25% of millennials consider themselves risk takers, while a survey from MFS in February called those “recession babies” a “lost generation of investors.”
