From IRIS
Added on February 2018 in M&A Issues
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Summary: Inorganic growth is viewed as the quickest way to increase your revenue. You can grow your firm by buying another and perhaps less obviously, selling yours. In this blog, we consider the pros and cons of being a buyer.
From WealthManagement
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Summary: Just as independent financial advisors need to provide clients with the personalized experience they want in order to keep their business, advisors have to engage with prospects on the latter’s terms in order to convert them to clients. Understandably, advisors want to put their best foot forward during discussions with prospects, but not all prospects want to peruse the same materials, nor do all prospects possess the same understanding of the nuances of financial advice and planning.
From IRIS
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Summary: [Podcast] In this episode Justin shares how the financial planning approach has changed over the years. The approaches that were taken for the previous generation no longer work the same as they do for those who are now planning and approaching retirement years.
From InvestmentNews
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Summary: Following a presentation Wednesday morning by Ric Edelman, the founder and executive chairman of Edelman Financial Services, on exponential technology, nearly every keynote presentation and panel focused on how advisers can future-proof their firm to keep winning clients in the face of rapid change.
From Financial Planning
Added on February 2018 in M&A Issues
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Summary: Whether for growth, succession, a need for scale or some combination of those reasons, the number of advisory firm mergers and acquisitions is quickly accelerating.
