RIAs

The Michigan-based wealth management, CPA and business consulting firm is moving custody of its $2 billion-plus in assets under management.

“You’ve taken all my money,” gunman said

One advisor warned that keeping clients happy should top performance chasing.

According to a survey, a majority of advisors say clients want financial planning advice.

As the race to rake in breakaway brokers continues to heat up, it seems that independent broker-dealers, are failing to spend on the areas of technology that matter most to independent advisors: customer relationship management and integration.

Financial advisors are looking forward to 2010. In fact, 68% of advisers recently surveyed define their 2010 business mindset as one of acceleration and growth.

Advisors believe many Americans could need double or triple their savings targets.

Less than half of advisors bill for advice on outside accounts.

Robust deal activity seen in the sector

Some advisors say selling the firm should not always be the main objective.