From Financial Planning
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Summary: Advisors have struggled to stay ahead of hackers, who are increasingly enticed by the value of client data.
From Financial Planning
Added on December 2017 in M&A Issues
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Summary: MIAMI BEACH, Fla. - Exactly how RIAs are valued is a matter of long-standing debate, and the topic is more relevant than ever in the midst of a red-hot market. According to Vic Esclamado, managing director at DeVoe & Company there are three drivers of value RIAs can't afford to ignore: growth, cash flow and risk.
From Private Advisor Group
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Summary: Financial advisor practice growth was heavily emphasized during last week’s MarketCounsel Summit in Miami, Florida. Several discussions focused on this theme, with session titles such as, “Growth by Brand Development,” “Growing Beyond Four Walls,” and “Growth with OPM.” While the variety of presentations suggested multiple ways an advisor can grow his or her firm, one theme was consistent throughout: the future of financial advisor practice growth only occurs when an advisor outsources.
From InvestmentNews
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Summary: As financial advisers look across the financial landscape, they find plenty to keep them up at night.
From Barron's Advisor Center
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Summary: For many financial advisors, a 168 hour-week doesn’t feel long enough to prospect for new clients, keep existing customers happy, take care of administrative duties and keep up with the latest industry developments. Thankfully, technology tools can help.
