From WealthManagement.com
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Summary: Despite the return of market volatility, when it comes to independent financial advisor transactions, it continues to be a seller’s market, with buyers continuing to outstrip sellers by a wide margin.
From RIA Match
Added on February 2019 in M&A Issues
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Summary: A Recap of Recent 'My Stories' We hope you benefit by these listings and welcome your feedback.
From ThinkAdvisor
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Summary: Too many firms today have their value propositions wrapped up in vague assertions of “culture” without defining that term or explaining how they will put it into practice to benefit advisors and their staffs.
From InvestmentNews
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Summary: It took a while before it became a top priority, but Leon LaBrecque can finally rest easy knowing that at 63, his business succession plan is in place.
From WealthManagement.com
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Summary: [Slide Show] Roughly 2,000 financial advisors packed the conference rooms and breakout sessions of TDAI's National LINC Conference in San Diego, Calif., last week. Advisors could schedule consultations to improve their practices, got a sneak peek at the latest advisor-focused technologies, and heard from executives, like TDA CEO Tim Hockey. Of course there were plenty of opportunities to relax and socialize, too, with oversized games like Lite Brite and Pac-Man waiting for attendees, as well as a Friday night concert by rock group Weezer.
