From ThinkAdvisor
Added on January 2018 in M&A Issues
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Summary: Wealth managers interested in selling their firms should not believe the hype about a strong seller’s market, says Dan Seivert, CEO of Echelon Partners, a leading investment banking firm for the industry.
From InvestmentNews
Added on January 2018 in Join an RIA
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Summary: Morgan Stanley lost 47 brokers in the fourth quarter, the same quarter it clamped down on advisers leaving by backing out of the protocol for broker recruiting.
From WealthManagement.com
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Summary:We’ve always been taught to be closing, you know the ‘proverbial ABC, always be closing,’ but your concept of the mini-close got my attention,” remarked Jared as a prelude to his question during a Q&A, “Most, if not all, of us would agree that the closing techniques we’ve been taught don’t work on people with money—but how much different is your suggestion?
From WealthManagement.com
Added on January 2018 in Join an RIA
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Summary: In a world where ensuring asset growth and gaining scale is important to every firm, you are on the radar of every recruiter and manager in your market.
From ThinkAdvisor
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Summary: Three out of four U.S. consumers in a survey who worked with a financial advisor said they were more confident in their financial future as a result of the relationship, Million Dollar Round Table reported Tuesday.
