From InvestmentNews
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Summary: Less than one in five affluent investors say they work with their parents’ financial advisors, according to data published Tuesday by Cerulli Associates. Often, there’s nothing an advisor can do that will persuade a client’s child to hire them – but there are certain types of investors who are much more open to that than others.
From Wealth Management
Added on November 2023 in M&A Issues
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Summary: Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.
From Advisorpedia
Added on November 2023 in Form an RIA
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Summary: Sara Riggs shares experience and insights in our guest blog post, Are You Ready to Attract Top Talent To Your Organization?Riggs is Senior Vice President and Head of Swoon Staffing, where she works to create even more collaboration between Swoon’s recruiting and sales teams to build a true synergy.
From Wealth Management
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Summary: During most of my 19 years here, we were using Junxure. About three years ago, we began transitioning to Salesforce. Three years in technology time mixed with COVID does not feel that long. Salesforce still feels very new and fresh to us. It’s a work in progress.
From InvestmentNews
Added on October 2023 in M&A Issues
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Summary: The contracts are signed, the champagne glasses have been clinked, and the deal to sell your RIA is done. Still, an owner of a registered investment advisor may have lingering doubts about selling his or her firm.
