From InvestmentNews
0 visitor like this article | Viewed 2751 times | 0 comment
Summary: John "Jack" Bogle, the man who introduced low-cost, passive investments to the mutual fund industry and helped millions of small investors send their kids to college and retire better, died Wednesday in Bryn Mawr, Pa. He was 89 years old. The cause of death was cancer.
From RIA Match
Added on January 2019 in M&A Issues
0 visitor like this article | Viewed 3506 times | 0 comment
Summary: I've been plugging away for 25 years and feel like it's time for some kind of change. My firm owns a nice office space on Sanibel and there aren't Reps out here - a great opportunity for asset gathering.
From ThinkAdvisor
0 visitor like this article | Viewed 3097 times | 0 comment
Summary: Financial advisors regularly struggle with time management. It’s true: You are always looking for an effective way to communicate your value proposition, balancing the need to stay in front of your clients, and communicating with your team while seeking to grow your practice by adding new clients.
From WealthManagement.com
Added on January 2019 in Form an RIA
0 visitor like this article | Viewed 3438 times | 0 comment
Summary: Eleven-year UBS veteran Brett Oley knew that he eventually wanted to be an independent financial advisor and planned to move within the next 10 years of his career. But he did what many would consider unthinkable: At age 35, with a new baby at home and $90 million in AUM, he started his own practice with independent broker/dealer Raymond James Financial Services. Sixteen months later, Brett and his partner, Ryan Kinser (who joined him in May 2018), are thrilled to be business owners and excited for what the future holds for them. Today, Oley Kinser Concierge Wealth has grown to $125 million in AUM and is continuing its upward trajectory.
From InvestmentNews
Added on January 2019 in Join an RIA
0 visitor like this article | Viewed 3829 times | 0 comment
Summary: There were 147 breakaway broker moves in the fourth quarter of 2018, which marked a 35% spike above the historical breakaway average, according to Echelon Partners. Following are 10 moves that helped tip the scales, listed under the name of the firm the team is joining.
