From ThinkAdvisor
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Summary: The level of complexity in our financial lives is increasing. Thousands of investors are chasing after an impossible-to-value Bitcoin bonanza. More people depend solely on social security for their retirement income than ever before. Hundreds of new millionaires are added to our population each year. And a growing number of younger people are thinking about how to make an impact with whatever wealth they accumulate.
From RIA Match
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Summary: One of the most frequent questions that we get from new members is “How can I ensure a successful experience on RIA Match?” Looking back on the 5 years since RIA Match‘s inception and 3,500+ members later, we found the characteristic of ‘Being Curious’ is central to those who’ve achieved success on the RIA Match platform.
From IRIS
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Summary: Business processes will increase a firm’s agility, efficiency, productivity and visibility enabling it to remain competitive.
From WealthManagement.com
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Summary: The wealth management industry has, for decades, been largely about catering to one specific type of individual: male, most likely somewhere in their 30s to 60s, married and with a traditional family.
From RIA Match
Added on January 2018 in M&A Issues
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Summary: In our recent webinar, ‘M&A Success Drivers: How to Align Firm Culture and Integration’ we were privileged to have Beverly Flaxington, co-founder of The Collaborative, to share her insights and process on how to identify a strong culture fit and then integrate two firms.
