APRIL 30, 2020

INDUSTRY

The Four Wirehouses Continue to Shed Advisors

Erick Bergquist

Advisor headcount at the big firms continued to erode, and the expected flight to cash, zero interest rates and slowdown in economic activity cut into assets under management.

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INDUSTRY

Republic Deal Demonstrates RIA M&A Continues

Erick Bergquist

Republic Capital Group's Langston says deals are still getting done, but buyers are demanding more protection.

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Helping Investors Find Income In Any Market

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To overcome the current low-interest-rate environment, income-oriented investors may need to consider new areas of the fixed-income market.

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INDUSTRY

LaSalle St. Securities Introduces Zero-Interest M&A Loans

Asia Martin

LaSalle St. Securities rolls out a new loan program for advisors to eliminate the need for private equity or loan matching services.

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ETFS

Minimum Vol or Maximum Mo?

Brad Zigler

A momentum tilt paid off during the recent downturn. A certain tilt, anyway.

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CORONAVIRUS COVERAGE

INDUSTRY

The Four Phases of RIA M&A After the COVID-19 Storm

David DeVoe

The devastation following the COVID-19 crisis will lead to a lull in RIA mergers and acquisitions, followed by a surge until a return to normal, writes David DeVoe.

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PEOPLE

COVID-19 Positive: How One Advisor Is Coping With the Virus

Diana Britton

'That first night was just agony and screaming, because the body was under attack. But a virus is not going to take me down,' said Kashif Ahmed, a Boston-based financial advisor who contracted COVID-19.

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HIGH NET WORTH

Five Healthy Habits for Virtual Family Meetings

Amy A. Castoro

Tips to keep them focused, productive and engaging.

FULL ARTICLE

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