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Fostering Innovation and Change

From Advisor Perspectives
Added on November 2022 in Thought Leadership
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Summary: My favorite thing about teaching amazing young students who are eager to learn is that every chance I have to share something, I get something in return. It’s truly a gift to me.To foster change, innovation and open-minded attitudes, consider the following.

Three Active RIA Acquirers on What It Costs to Create a 'Profitable' Deal

From Wealth Management
Added on November 2022 in M&A Issues
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Summary: It’s important for a registered investment advisor to hire the right lawyer when selling their firm—but there are little more than a handful in the U.S. who have the specialization. An investment banker may not be necessary to succeed in a transaction—but it’s increasingly far better to have one. And don’t forget to reward support staff through the post-sale integration process—they are, after all, doing all the heavy lifting.

RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A

From Wealth Management
Added on November 2022 in M&A Issues
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Summary: Robertson Stephens', CEO Raj Bhattacharyya, discusses the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers,

3 ways advisers can get the most out of hybrid work

From InvestmentNews
Added on November 2022 in Manage Your Practice
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Summary: In recent months, many employers have been implementing their return-to-office plans based on business priorities, industry norms, brand values, culture and other considerations. At some companies, workers continue to perform their roles exclusively from home, while other businesses are encouraging — or even requiring — their people to spend a portion of their workweek in the office.

What's Worrying Advisors on the Eve of the SEC Ad Rule?

From Wealth Management
Added on November 2022 in Form an RIA
0 visitor like this article | Viewed 99 times | 0 comment

Summary: The commission’s rule update on advertising and marketing reaches its compliance date on Friday, and experts are warning firms to make sure they’re ready.

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