From WealthManagement.com
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Summary: Several years ago, the John S. and James L. Knight Foundation decided to start investing portions of our multi-billion-dollar endowment with firms owned and managed by women and people of color.
From InvestmentNews
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Summary: Do you have a plan for the future of your firm? Mentoring new college grads is a great answer.
From Financial Planning
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Summary: Some of the highest-rolling AUM advisors in the industry — 218 of them, to be exact — traveled to the Ritz-Carlton in Laguna Niguel, California, this week for TD Ameritrade Institutional’s Elite LINC conference. These planners, CEOs and presidents represent firms averaging $1.5 billion in client assets.
From InvestmentNews
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Summary: Google can be a powerful addition to advisers’ marketing strategy, but only if they know how to use keywords effectively. Advisers have to spend advertising dollars on search terms that everyday people use when looking online for help with money.
From ThinkAdvisor
Added on June 2019 in M&A Issues
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Summary: Preparing to sell your practice is a bit like preparing for retirement: The earlier you start, the better off you’ll be — and exponentially, so.
