From WealthManagement.com
Added on February 2018 in M&A Issues
0 visitor like this article | Viewed 5097 times | 0 comment
Summary: Marty Bicknell says his interest in technology startups goes back to the beginning of his professional career. But now, as head of Mariner Holdings, with $46 billion in assets, and one of the largest and most innovative RIAs, tech entrepreneurs are all but unavoidable.
From ThinkAdvisor
0 visitor like this article | Viewed 4400 times | 0 comment
Summary: An advisor I work with calls each of his clients every quarter to check in and find out if they’ve had any major changes to their financial situation. As you can imagine, these calls create quite a burden and greatly reduce the advisor’s work output and the efficiency of his business.
From Nerd's Eye View
Added on February 2018 in Form an RIA
2 visitors like this article | Viewed 4543 times | 0 comment
Summary: My journey evolved from the excitement of the launch, to the landing of my first client, to the fear of not knowing what my financial planning deliverable was, to coming to the realization at around six months that “this is working” and I won’t go out of business, to increasing my fees (a few times), to losing my first client, and to eventually paying myself my first paycheck.
From Financial Planning
1 visitor like this article | Viewed 4718 times | 0 comment
Summary: Unhappiness seems particularly prevalent among firms managing between approximately $100 million and $300 million of AUM — a subcategory of firms I call “accidental business owners.” Though these individuals may have built successful and profitable businesses, they might have never imagined having to spend so much time managing.
From Financial Planning
0 visitor like this article | Viewed 3952 times | 0 comment
Summary: Planners at the T3 Advisor Conference were posed that challenge in presentations that sought to explain the importance of distributed ledger technology and its future impact on the financial industry.
