From ThinkAdvisor
Added on June 2018 in M&A Issues
0 visitor like this article | Viewed 4755 times | 0 comment
Summary: Advisors planning to retire have several critical choices to make if they want to cash out and have their business continue: They can sell their firm to an outside company or to one or more insiders who will stay on. They can get paid in cash or equity or a combination of the two.
From WealthManagement.com
0 visitor like this article | Viewed 4070 times | 0 comment
Summary: Globally, there is no sport more popular than soccer, yet for many Americans it’s a sport that’s somewhere between curling and rugby, fun to watch but with enough strange rules and foreignness that it doesn’t really strike a chord. It might stand to reason that since the U.S. is not even in the 2018 FIFA World Cup, no one cares about the games starting Thursday.
From InvestmentNews
0 visitor like this article | Viewed 4392 times | 0 comment
Summary: Fed up with what they say is the expense and headaches of operating under the Financial Industry Regulatory Authority Inc., an increasing number of broker-dealers of substantial size that are also registered investment advisers — so-called hybrids — are considering moving to the RIA channel exclusively.
From Financial Planning
0 visitor like this article | Viewed 4380 times | 0 comment
Summary:It won’t be long before Gen Xers and millennials will seek financial advice in far greater numbers. In fact, they could make up about 40% of clients within the next five years, estimates Kate Healy, managing director of TD Ameritrade Institutional's Generation Next division.
From InvestmentNews
0 visitor like this article | Viewed 4078 times | 0 comment
Summary:As the majority of advisers continue to age towards retirement, recruiting young talent is increasingly important for firms. But for many firms, attracting millennial talent to has been a vexing problem.
