From IRIS
Added on February 2018 in M&A Issues
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Summary: [Podcast] An expanded landscape has paved the way for breakaway advisors to monetize their businesses in the short-term, with a growing number of ways to fund start up, de-risk a move, and replace lost unvested deferred comp.
From WealthManagement
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Summary: BOSTON — “We’ve got a lot going on, we’re managing over $1 billion in assets, I’ve got a really good team, but something is missing in the chemistry,” Paul confided in me with great frustration, and then continued his stream of consciousness with, “as the team leader, I hate to admit it, but I think it’s a trust issue.”
From InvestmentNews
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Summary: [Video] After attending a financial services conference, advisers can be overwhelmed by options, choices and tools. What's the first thing they should do when they get back to their office?
From IRIS
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Summary: Many business owners instinctively gravitate toward transferring ownership to their children. However, they must be mindful of the common, sometimes devastating, problems that go along with a transfer to children. While disagreements in third-party sales and sales to management can affect owners’ business lives, those same disagreements can have wide-ranging effects on the personal lives of business owners, their children, and their families in transfers to children.
From OnWallStreet
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Summary: One day you come into the office and find your firm's corporate misdeeds are splashed across the media far and wide. Once a firm's reputation has been trashed, advisors at that firm often lose referrals that they didn't even know about, from prospects who don't want their account at a suspect organization.
