From WealthManagement.com
Added on February 2019 in M&A Issues
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Summary: Creative Planning is acquiring Minneapolis-based The Johnston Group, a regional registered investment advisor with more than $500 million in assets under management, the company announced today. It is the first acquisition for the Overland Park, Kan.-based RIA, marking a shift from relying on referral-based growth to incorporating acquisitions.
From WealthManagement.com
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Summary: Finding prospects on social media can feel like searching for a needle in a haystack. After all, there are 2.27 billion monthly active Facebook users. So, how do you start narrowing your audience to people who actually may have an interest in your services?
From Financial Planning
Added on February 2019 in Form an RIA
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Summary: Six Barclays advisors launching their own $3 billion RIA faced their greatest challenge: What to call themselves?
From InvestmentNews
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Summary: Outsourcing key functions — including investment management, information technology and legal and compliance — is the route to greater growth, say advisory firms who outsource, according to a new study by Fidelity.
From ThinkAdvisor
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Summary: Much thought and effort goes into the overall operational structure of a good advisory firm. Common terms used in our profession include, do you operate as a solo advisor practice (silo type operating structure) or an ensemble advisor practice (team-based operating structure). When you think about these terms, how does it influence the approach to managing your technology solutions? The answer for a number of firms really depends on the specific technology solution involved, regardless of the operational structure of the firm.
