BFG IN THE NEWS
8 Financial wellness tips to help your improve your financial well-being in 2022
Did you make a new year’s resolution for better spending habits? To put more in savings, eat out less often, and check every line of your credit card bill? And you did it… for a few weeks.
How to Find an RIA to Buy and Successfully Close the Deal
Skyview closes first M&A transaction serving as listing agent, investment bank, and credit facility.
Skyview is pleased to announce the first M&A closing that utilized all three SkyView M&A entities in the transaction.
Hedge Funds: The Misunderstood Investment Making Big Headlines
You’ve probably heard hedge funds mentioned over the years, and you’ve probably heard even more about them mentioned recently alongside the GameStop headlines where retail traders caused a big hedge fund to lose over half its value this past January of 2021.
Expert: Are NFTs a fad or the future?
How do NFTs Work? NFTs are just a way to own something digitally and prove that ownership. Non-Fungible means unique and not able to be copied identically.
Competition for Talent Is a Major Issue for RIAs
The competition for attracting and retaining talent at RIA firms has been heating up for years as an increasing percentage of advisors leave one firm for another. According to Schwab’s latest...
Advice for Advisors as they continue to navigate through COVID-19
Precious few of us were around as eyewitnesses back in 1918 when the Spanish flu pandemic took the lives of 50 million people around the world. The economy suffered as stock markets were sent into a tailspin.
What Is the Difference Between Portfolio Management and Financial Planning?
There is certainly some overlap but understanding the distinction between a portfolio manager and a financial planner is very important.
300 advisors, $28.3B in client assets: The largest IBD moves of 2020
As financial advisors and wealth management executives well know, the movement of practices and client assets is the lifeblood of the industry. tailspin.
The RIA custodian said that 29% of advisors think longer client life spans will be the most impactful trend in the industry over the next decade.
A new survey from Charles Schwab shows that advisors are concerned about their clients living longer...