From InvestmentNews
Added on November 2017 in Join an RIA
0 visitor like this article | Viewed 4359 times | 0 comment
Summary: In my role as vice president, field development at Commonwealth Financial Network®, I talk to a lot of financial advisors about how our firm can help them build the business they've always wanted. For advisors already in the independent channel, the conversation is often relatively straightforward: they want to know if we can give them what their current broker/dealer isn't delivering. These folks are used to running their own show and primarily looking for a better support system to help them do it.
From IRIS
0 visitor like this article | Viewed 3239 times | 0 comment
Summary: This is often referred to as having a “Unique Selling Proposition”, or USP. While the concept has its detractors there is no doubt in my mind that in professional services those who position themselves better through clearly articulating why they are the right choice for certain consumers tend to do get a lot more business.
From InvestmentNews
Added on October 2017 in Join an RIA
0 visitor like this article | Viewed 4823 times | 0 comment
Summary: Morgan Stanley's decision to leave an industry agreement known as the protocol for broker recruiting is an indication that the firm is working harder than ever to prevent its brokers from jumping ship, industry sources said.
From IRIS
Added on October 2017 in M&A Issues
0 visitor like this article | Viewed 4492 times | 0 comment
Summary: Mergers and acquisitions are tough – that’s why so many fail; not because on paper they were not a sound business move, but because little or no attention was paid to the people involved in the M&A.
From Financial Planning
0 visitor like this article | Viewed 3462 times | 0 comment
Summary: What does HighTower Advisors' $100 million recapitalization deal with private equity firm Thomas H. Lee Partners mean for the financial advisory business?
