From WealthManagement.com
0 visitor like this article | Viewed 3902 times | 0 comment
Summary: When it comes to using LinkedIn, you want to ensure you’re putting in enough effort to get results, but at the same time, you need a routine to make sure you’re not wandering aimlessly through the interwebs.
From Financial Planning
Added on May 2019 in M&A Issues
0 visitor like this article | Viewed 4099 times | 0 comment
Summary: Veteran RIA dealmaker Peter Raimondi is getting serious traction, completing his fourth acquisition in just over a year to bring the AUM of Dakota Wealth Management to close to $1 billion.
From ThinkAdvisor
0 visitor like this article | Viewed 4018 times | 0 comment
Summary: The North American Securities Administrators Association recently approved a new information security model rule package to enhance state-registered advisors’ cybersecurity and privacy practices.
From WealthManagement.com
Added on May 2019 in M&A Issues
0 visitor like this article | Viewed 4130 times | 0 comment
Summary: My guest on today’s podcast is Sabrina Lowell. Sabrina is an advisor and principal with Private Ocean, an independent RIA in the San Francisco area that oversees $2.2 billion of assets under management for nearly 1,000 affluent clients.
From PFI Advisors
Added on May 2019 in M&A Issues
0 visitor like this article | Viewed 4327 times | 0 comment
Summary: PFI Advisors has written a lot around the operational side of M&A, and how important it is for firms to think through not only deal structure and valuation, but the planning process around integrating the two firms into one cohesive company once the deal closes. As Chris Voss, former FBI hostage negotiator states in his amazing book on negotiation, “Never Split the Difference,” “Yes” is nothing without “How.”
