There’s plenty of opportunity, argued a panel of acquiring RIAs at Schwab IMPACT. But unrealistic expectations on the part of buyers and sellers mean there is far more “frog kissing” than actual matches.
Manual portfolio rebalancing is a time suck. Damon Deru of Trade Warrior shares a better approach.
Advisor conferences come in all sizes. MarketCounsel’s Marc Cohen compares and contrasts.
Advisors need to step up cyber security. Justin Kapahi from External IT advises on where to start.