The independent wealth management space is becoming less a friendly club and more a pitiless jungle, with big firms squeezing smaller competitors, poaching talent and where organic growth, not M&A, will drive firm value.
New research from Edelman Financial Engines found 67% of Americans need more than $1 million to feel wealthy, while more than half say social media has negatively impacted saving.
SoFi Securities, SogoTrade, M1 Finance and Open to the Public Investing will pay more than $1 million in restitution after clients were promised fees from lending securities they allegedly never received.
This WMIQ study of 300+ high net worth investors examines why they choose advisors, why they don’t choose advisors – and what you can do to attract more of them to your advisory practice.
Dr. Sylvia Rose and Dr. Curtis Kidd Telemaque provide thoughtful insights on how RIA can best partner with HBCUs and engage with a diverse talent pool.
Join us December 14 with Bryn Talkington and Rob Sheahan to explore RIA growth strategies in 2024. Covering tech trends, client expectations, and scaling tactics.
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