Table of Contents
Strategic planning required to outrun the competition
There is more to building a practice than enjoying a lift from market performance, merging with other firms and adding new advisers and their books of business. It all comes down to
Consolidation in the independent space is turning large firms with $1 billion in assets into $10 billion enterprises — putting pressure on small and midsize firms who do not envision selling. While $1 billion in assets used to
Time the SEC revamped the accredited investor definition in a way that broadens the potential pool of investors and strengthens verification that they qualify.
No relief in sight for retirees and other savers who have borne the brunt of the Federal Reserve's easy money policy