From IRIS
Added on October 2017 in M&A Issues
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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
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Summary: What does HighTower Advisors' $100 million recapitalization deal with private equity firm Thomas H. Lee Partners mean for the financial advisory business?
From IRIS
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Summary: To stand out in an increasingly competitive marketplace, advisors need to be creative in their approach to finding and retaining clients. Here are a few marketing tactics you may not have come across that could help to ignite your business.
From WealthManagement.com
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Summary: If you feel like your days slip away from you, give the aforementioned a shot. What’s the likely byproduct? You’ll feel more organized and focused each morning and you’ll undoubtedly get more done.
From ThinkAdvisor
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Summary: Whether or not you’ve seen the 1979 psychological horror film When A Stranger Calls, at some point you’ve likely heard this memorable line: “We've traced the call and it's coming from inside the house.” According to the 2017 Threat Monitoring, Detection & Response Report, inadvertent breaches prompted by internal users (employees, vendors, etc.) accounted for 61% of cyberattack incidents.