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| FINANCIAL PLANNING | | 1. What happened to Motif? | | By Jessica Mathews, Ryan W. Neal 4 min read | | Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky. Read More → |
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| Q: It’s either the sixth or seventh straight year of record M&A in the RIA space, what is driving all of that volume?
A: “Certainly, having low cost of capital and the 10-year coming down is at this particular moment in time helping velocity and the cost of funding, and obviously cheaper cost of funding tends to lead to more activity. But I tend to view it as a much more long-term, secular trend and the evolution of the independent wealth management industry,” says Merchant Credit Partners Managing Partner Rick D'Amico. | |
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