DCIIA and SPARK surveyed members in early April with regard to the CARES Act and the effects of the coronavirus pandemic.
As market volatility and the COVID-19 pandemic unfolded in March, merger and acquisition activity slowed, raising the obvious question of how the record pace of deals will be affected by the coronavirus pandemic.
The retirement planning business is a people business.
For some years now, advisory firm owners have enjoyed a sellers’ market that has spurred record merger and acquisition volumes.
High-end brokerage firms are seeing the appeal of being able to serve the middle and mass affluent markets, thanks in large part to the success of Fidelity and Charles Schwab.
We are confident that PANC 2020 will be the premier event for retirement specialist advisers to meet the right people, hear the best ideas and create new opportunities. Join us at our new venue in Arizona!
Speakers and attendees at the event, which drew some 200 leading female advisers from across Edward Jones, emphasized the importance of mentorship and providing a robust support structure for new advisory professionals.
Fidelity reports there were 127 registered investment adviser merger or acquisition transactions during all of 2019, which is up 44% over 2018.
A look at the results of the PLANADVISER Practice Benchmarking Survey between 2011 and 2019, showing some areas of significant evolution in the way advisers build and run their practices.