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Summary: [PODCAST] You’ll learn how to find your perfect match for a financial advisor merger with Mary Ann Buchanan, founder and CEO at RIA Match. Mary Ann will offer some tips on succession planning and growth. She will also go over how to find out what your company brings to the table during a merger.
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Summary: Broker-dealers’ office of supervisory jurisdictions are evolving in response to new competitors, technology innovations, recent regulation and continued industry consolidation, a new study shows.
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Summary:
For the most part, the automated online advice firms known as robo advisors passed their first major market correction last August. But the volatility following the now infamous Brexit decision last week was more than a flash crash; it was based on a sociopolitical event that dominated the news cycle, rocked the global economy and could possibly lead toward a worldwide recession. Even if the overall dip wasn’t as drastic as the August 2015 volatility, emotions are high and investor anxiety is widespread
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Summary: More than three-quarters of advisors say their clients are looking for more digital tools and channels in their relationships with financial firms, according to a recent survey by Accenture. But that same survey also found that only around half of advisors say their firm is doing enough to meet these client expectations. With so many options out there, adopting digital tools can be overwhelming, time-consuming and expensive. But it’s also what clients — particularly younger clients — want.
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Summary: For Independence Day, ThinkAdvisor likes to dedicate at least a little space to an important group of financial advisors: military veterans. Not all stories by veterans are about hitting the beaches or dodging bullets; many are of the quiet moments before and after that action and over the course of many years of serving in the U.S. military.rs
