There Were 13 RIA Transactions in January Totaling $18.9 Billion
After a record year for wealth management M&As in 2019, Fidelity expects the momentum will continue into 2020.
Tag: registered investment adviser
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The SEC on Rollovers
The agency says RIAs are fiduciaries
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The Most Successful Advisers Are Tech Innovators
AI is just one strategy they use to drive profitability
Advisers Believe AI Will Create Competitive Advantage
They plan on using it to better understand clients’ needs.
Nationwide Debuts New Website for Advisers and RIAs
The site was redesigned using advanced analytics and Artificial Intelligence to better understand their wants and needs.
RIAs Lowering Fees by 20 to 30 Basis Points
They are making the move to become more competitive in light of the fact revenue growth has slowed to 7%.
Retirement Industry People Moves
AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more.