From WealthManagement.com
Added on January 2018 in M&A Issues
0 visitor like this article | Viewed 14711 times | 0 comment
Summary: Despite a slowdown in RIA deal volume during the third and fourth quarters, there was a record 168 transactions in 2017, up 21.7 percent from 2016, according to a report from ECHELON Partners, a investment banking and management consulting firm. The average deal size in 2017 was also valued at more than $1 billion for the second year in a row.
From IRIS
0 visitor like this article | Viewed 3643 times | 0 comment
Summary: Lee Frederiksen describes the three important elements you need to have in your elevator pitch to be sure you’re describing clearly and succinctly what your firm does.
From SEI
0 visitor like this article | Viewed 8325 times | 0 comment
Summary: Odds are that by now you know of Meltdown and Spectre. Why? Because once again a cybersecurity issue has reached the mainstream press – an event happening more and more often as we become an increasingly tech-reliant world. For the advisor, cybersecurity is becoming more of a distraction taking you away from giving financial advice and making your clients’ lives better.
From InvestmentNews
Added on January 2018 in Form an RIA
0 visitor like this article | Viewed 4629 times | 0 comment
Summary: If consumers can automatically pay their Netflix or Amazon Prime subscriptions each month using a credit card, why can't they do the same for financial planning?
From ThinkAdvisor
0 visitor like this article | Viewed 3732 times | 0 comment
Summary: Advisors should not think of technology as just part of the ecosystem of their businesses, helping to onboard clients, develop financial plans and invest and monitor assets. Technology is also key in their clients’ lives and not just for communications with their financial advisor, including clients older than members of Gen X, Y and Z.
