Actual assets under management of advisor aren’t always worth purchasing on their own
Both asset values and client flows could be challenged in year ahead
Advisors face a host of challenges integrating new tech
There's higher demand for advisor coaching and consulting that can't be ignored
This week's industry moves
Changes include executive shifts at iA Financial Group related to wealth division
Tips from those who made the transition
Availability of capital is influencing acquisitions
The firm also plans to migrate $14 billion of Aligned Capital assets to its in-house custody platform
Net inflows in retail wealth management dropped by 87%