Aug 14, 2013

A New CFA Institute Survey Identifies The Most Important Attributes…
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Written by : Tom George| 0 | Fashion

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FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. For more visit Business Insider’s new Wealth Advisor vertical. Deals Amid RIA’s Are At A 5-Year Low (The Wall Street Journal) There were just 18 mergers and acquisitions (M&A) involving registered independent advisors (RIAs) in the first half of 2013, according to Schwab Advisor Services. This totaled $15.4 billion in assets under management (AUM) and was at a five-year low. This is down from 25 deals at $36 billion in AUM in 2012. 

“Advisors considering ownership transition may be focusing on creating more value in their firm leading them to delay a deal for a few years,” Jonathan Beatty at Schwab Advisor Services told the WSJ. The Most Important Attributes Investment Managers Need To Build Client Trust (CFA Institute) The 2013 CFA Institute & Edelman Investor Trust Study finds that investors […]

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Tom George

Founder and CEO of Internet Billboards. A futurist and serial entrepreneur, as well as a professional fitness trainer, martial artist, and business strategist. Helped to develop inbound advertising. An avid content curator who enjoys finding those digital gems out there in cyberspace and sharing them with others.
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Tom George

Founder and CEO of Internet Billboards. A futurist and serial entrepreneur, as well as a professional fitness trainer, martial artist, and business strategist. Helped to develop inbound advertising. An avid content curator who enjoys finding those digital gems out there in cyberspace and sharing them with others.

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