Just two weeks after reopening its Atlanta offices, wealthtech vendor Riskalyze closed again to wait out the mayhem that ensued from violent clashes during George Floyd protests.
After the Office of Management and Budget reviews the proposal, it will be published and subject to a comment period, leaving the Trump administration with a tight window to implement it before the presidential election.
Four key trends help explain the increased M&A activity in the RIA space over the last few years and will continue to propel deal-making moving forward.
Much like physicians treating sick patients, financial advisors must assess the situation, make a recommendation and explain to clients the risks so they can make an educated decision about their financial health.
“We are playing a ton of golf with our clients these days since it allows us to socially distance from our clients while also spending time with them.”
Now, more than ever, it is critical to meet your clients’ demands for more transparency and personalized information.Join this webinar for a discussion on how wealth managers are evolving to support growing client expectations.
