M&A is on fire in the financial advisory industry! Let’s talk about what it means for those firms that may not have a transition plan and how the M&A frenzy can be beneficial to both financial advisory owners and financial advisory clients. ========================================================== Get tips and tools on how to grow a successful, technology-focused Financial… Continue reading Mergers and Acquisitions In The Financial Advisory Industry | Matt Reiner
Robo-advisors have had a meteoric rise in popularity since their debut in 2008 thanks to the support from millennials and Gen Z. Today, Robo-advisors manage $460 billion, with some analysts predicting it will become a $1.2 trillion industry by 2024. Watch the video to find out why some investors believe it will never replace traditional… Continue reading Will Robots Replace Human Financial Advisors?