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What Fidelity Reorg Means for RIAs

From Financial Planning
Added on February 2015 in Thought Leadership
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Summary: Are RIAs losing an advocate at Fidelity -- or gaining a technology champion? Experts offered mixed opinions after Fidelity announced its decision to merge its investment advisor and broker-dealer businesses under Sanjiv Mirchandani, while moving Michael Durbin over to launch the new Fidelity Wealth Technologies division.

M&A: The Bulls are Back in Town

From wealthmanagement.com
Added on February 2015 in M&A Issues
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Summary: The world of mergers and acquisitions (M&A) enjoyed a frenetic burst of activity in 2014. Transactions reached $2.8 trillion in the first nine months of the year – a rise of 34 percent on the same period last year and the highest volume during this period since the heady days of 2007.

10 Best Mobile Sites for Financial Advisors: 2015

From Think Advisor
Added on February 2015 in Thought Leadership
1 visitor like this article | Viewed 2750 times | 0 comment

Summary: Americans are already moving money around through their smartphones — purchasing, banking, trading. Once used to this quick pace, mobile users are likely to jettison institutions that slow them down.

Turning Rookie Advisors Into Rainmakers

From Financial Advisor IQ
Added on February 2015 in Plan for the Future
1 visitor like this article | Viewed 3606 times | 0 comment

Summary: Rookie advisors may have great personalities and a go-getter attitude, yet still fall short when it comes to bringing in new assets. To get them over the hump, advisor Andrew Ahrens has a formula. On the one hand, he spends considerable time working with the three new FAs at his Lafayette, La.-based practice, helping them build their professional networks. At the same time, he hands over some of his own clients to the newbies.

Financial Technology M&A Deals: Will Advisors Win or Lose?

From Think Advisor
Added on February 2015 in M&A Issues
1 visitor like this article | Viewed 3561 times | 0 comment

Summary: Will these deals end in great success or in heartache? Advisors have every reason to be skeptical, but we see reasons to be optimistic about these business combinations. Here are our thoughts on each.

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