From Advisor Perspectives
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Summary: While we’re accustomed to branding cars. soft drinks and toothpaste, the planning profession has been reluctant to use this approach. As a result, the public sees all financial advisory firms as pretty much the same.
From InvestmentNews
Added on December 2022 in M&A Issues
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Summary: Even if you have no plans to sell, taking these steps will mean you're running a better business.
From Financial Advisor IQ
Added on December 2022 in M&A Issues
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Summary: With the market for mergers and acquisitions drying up, registered investment advisors seeking to sell their practice should spend time shining it up first, industry executives say.
From Advisor Perspectives
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Summary: My favorite thing about teaching amazing young students who are eager to learn is that every chance I have to share something, I get something in return. It’s truly a gift to me.To foster change, innovation and open-minded attitudes, consider the following.
From Wealth Management
Added on November 2022 in M&A Issues
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Summary: It’s important for a registered investment advisor to hire the right lawyer when selling their firm—but there are little more than a handful in the U.S. who have the specialization. An investment banker may not be necessary to succeed in a transaction—but it’s increasingly far better to have one. And don’t forget to reward support staff through the post-sale integration process—they are, after all, doing all the heavy lifting.
