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Summary: There are many indicators that reveal the potential success of an M&A transaction, but the best and most critical clues are revealed on the behavioral side of the deal.
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Summary: At the inaugural RIA EDGE conference held at The Diplomat Beach Resort in Hollywood, Fla., last week, the event’s RIA CEO All Star panel discussed best practices on leading and growing an advisory firm in today’s environment. And while the panel was not designed to be all-female, it did turn out that way, an indication of the strides that females execs have made in the wealth management industry.
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Summary: After the Covid-19 delta variant cancelled 2021 plans, the Technology Tools for Today conference made its long-awaited return this week. This year’s event was the most attended in the event’s history, according to T3 president Joel Bruckenstein. Around 1,000 people came to Denton, Texas — nearly half of whom represented advisory firms — to learn about innovative startups and the latest trends driving the world of adviser technology.
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Summary: Women's emotional and social competencies are essential for financial advisers, who often have to have tough conversations with clients and handle delicate situations.
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Summary: Financial advisors are finding more opportunities for meaningful engagement with clients and even their family members when they conduct virtual and in-person meetings.
