Matthew Crow News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Collecting data about production processes and customer preferences is creating roles in the Scotch whisky industry, writes Peter Ranscombe.

Where you should work. How you should serve HNW clients. Cerulli’s latest report tells you six trends that are top of mind in the industry.

14 Min Read John Eubanks, a director and CFP at Park Sutton Advisors, an investment bank in New York that specializes in financial services firms, says that private equity shops buying minority stakes in advisory firms “is a recurring theme right now.” The investments are attractive, he says, because of the growing profit margins at RIAs, an upswing that has led to “a premium in valuations being paid now.” Independent advisor practices have been in a flurry of mergers and acquisitions for years. “This industry is likely going through the beginning of another growth spurt,” says Da...