Just last month, private equity firms Stone Point and KKR bought a majority stake in RIA roll-up aggregator Focus Financial for a deal reportedly worth nearly $2B. 302 more words
Tags » RIA
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In today’s increasingly competitive landscape for advisory firms, financial advisors are looking for any way they can to differentiate. Whether it’s their experience and credentials, specialization or depth of services, or simply the sheer size of the firm, based on its assets under management.
Throughout this series, several pieces of the technology puzzle have been examined individually, focusing on specific solutions to specific problems. Integrating solutions has been a thread throughout these posts. 1,621 more words
Last month on March 20th, TD Ameritrade “informed” the roughly-150 RIAs in its advisor referral program that they must acquiesce to new terms, which for many will involve substantially higher costs, with a contract and an April 5th deadline to sign or be dropped from the program. 502 more words
Technology in global investment banking has gone from a necessary cost to a possible saviour.
The banks that get their technology strategy right will stay profitable at a time when sluggish global growth, low interest rates and ever-developing regulations are hitting the bottom line. 858 more words