Expectations for 2020 suggest that even more firms are expected to go up for sale and be purchased by aggregator firms with larger cash flows.
Are robos in trouble? That’s seems to be the word on the street after a lack of advisers attacked Vanguard's planned foray into the UK market.
2019 was another record setting year when it came to mergers and acquisitions.
It’s not the speed. It’s the acceleration that drives sane clients crazy and tests the statistical limits. Brace for whiplash . . . but not yet.
The ‘10s were all about finding a new status quo in the industry, politics and the market. The next ten years will tear all that down.
After a year of disruption it's worth reviewing the essentials of how the industry works and how to communicate its value. BMO has good ideas here.