From Barron's Advisor Center
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Summary: The men’s coxswain, focused on his rowers, completely missed the dangerous change in the wind. But the women’s 100-pound coxswain didn’t: Barking out a rapid-fire series of orders, she narrowly prevented a collision between the two boats. “I’ve never heard anything so loud,” the school’s crew coach, a consulting client, told me.
From IRIS
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Summary: It takes work to have an understanding of your path and how you can have others join you to create something in the world. It needs to be done with a mindset of unity, not conformity. You can try different things and learn from what works and what does not. You can get comfortable with things falling apart so you can learn from the experiences.
From Financial Planning
Added on February 2018 in M&A Issues
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Summary: Formed last summer by John Copeland, Rich Gill and Sean Bresnan, the executive team that ran the highly successful wealth management division of Affiliated Managers Group, Wealth Partners bought minority stakes in three large regional wealth management firms: Torrance, California-based EP Wealth Advisors, MAI Capital Management in Cleveland and Forbes Family Trust in New York.
From WealthManagement.com
Added on February 2018 in M&A Issues
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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
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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.
