From RIA Match
Added on March 2019 in M&A Issues
0 visitor like this article | Viewed 1 time | 0 comment
Summary: Are you looking to add an experienced CFP? Someone who is as comfortable generating new business as creating plans in eMoney? I have 8+ years of solid RIA experience, an entrepreneurial spirit, and a growing client base on monthly retainer ready to bring with me. I started my RIA 3 years ago and I am looking to grow faster by merging into a larger firm seeking growth.
From InvestmentNews
Added on March 2019 in M&A Issues
0 visitor like this article | Viewed 1 time | 0 comment
Summary: There are more than 12,000 SEC-registered investment advisers in the United States trying to differentiate and grow their businesses across the competitive and fragmented RIA space — a veritable Wild West of firms at the forefront of change.
From WealthManagement.com
Added on March 2019 in Join an RIA
0 visitor like this article | Viewed 2 times | 0 comment
Summary: [Podcast] With over two decades in the wealth management industry, Jim Gold watched “the quality of life erode dramatically” at the wirehouse and felt that the window of opportunity to build something better was open. So in 2013, he left the senior leadership ranks at Morgan Stanley and along with several others built Steward Partners as a “reaction to the cultural shift inside of the traditional firms,” and with a nod to the best of “the old Wall Street model of a partnership.”
From ThinkAdvisor
Added on March 2019 in Other Ideas
0 visitor like this article | Viewed 7 times | 0 comment
Summary: The biggest drivers were double-digit scores above the index median on competence and character. Marcus, Venmo and Finn are digital-savvy brands that meet and often exceed customers’ expectations of their products and services, according to BrandCap.
From InvestmentNews
Added on March 2019 in M&A Issues
0 visitor like this article | Viewed 10 times | 0 comment
Summary: The steady increase in merger and acquisition activity in the registered investment advisory space over the past six years might seem impressive to some, but for industry players like Ron Carson, the party is just getting started.
