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Pursuing sustainable growth: Why RIAs wind up with a leaky bucket

Added on January 2024 in Plan for the Future
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Summary: The quest for growth in the financial advice industry is unrelenting, with independent registered investment advisors leading the charge. For years, this growth has been propelled in large part by the momentum of market gains and a thriving environment for mergers and acquisitions. However, the distinction between organic growth and market growth has never been more apparent, especially during periods of market volatility like we’ve experienced since the onset of the pandemic.

Four Business Succession Planning Techniques to Consider

Added on August 2023 in Plan for the Future
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Summary: Thoughtful succession planning can pave the way for a smooth transition and a thriving future for a company and its stakeholders. Here are a few techniques that business owners should consider.

Succession Planning for Financial Advisors: The Top 5 Most Important Success Planning Considerations

Added on July 2023 in Plan for the Future
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Summary: With M&A activity continuing to blossom and the average age of financial advisors being well over the age of 50, succession planning for financial advisors is becoming an increasingly important subject and area of focus. 

 

Modernize your service model, both for your next client and your succession plan

Added on June 2023 in Plan for the Future
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Summary: If you’ve been in the wealth management space for more than a decade, you probably have a lot of clients who are in their late 60s and older. These clients came to you in a much different era than today. They expect a specific type of personalized service, such as face-to-face appointments and a particular beverage when they come into the office. And some likely still prefer paper statements that are traditionally mailed rather than digitally delivered.

How a Lack of Succession Planning Can Kill M&A Deals

Added on May 2023 in Plan for the Future
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Summary: Over the last four years, Hightower has completed more than 45 deals and built a team soley focused on acquisitions, including calling and researching RIAs. Oros said the firm evaluates succession plans as part of every transaction. A lack of succession planning has even killed a couple of the company’s potential deals.

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