From Barron's
Added on August 2022 in M&A Issues
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Summary: How can smaller RIAs compete against the deep-pocketed serial acquirers that dominate the brutally competitive mergers and acquisitions market?
From Wealth Management
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Summary: When it comes to advisor movement, the disruption and hassle of changing firms or models are real. So, the upside in a new opportunity must be significant; the move must solve for frustrations and limitations an advisor may be experiencing.
From InvestmentNews
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Summary: Advisers today have many tools to help them increase their efficiency, and technology, in particular, allows for unparalleled opportunities to be productive. When advisers are able to accomplish more without adding additional staff, they see better business metrics and greater profitability.
From Financial Advisor IQ
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Summary: Many financial advisors put off their succession planning until it’s too late because they aren’t ready to face the end of their career, can’t decide on a plan or simply haven’t gotten around to doing it.Building a succession plan involves four steps, according to Bev Flaxington, co-founder of consulting firm The Collaborative.
From RIAIntel
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Summary: Nearly 40 percent of financial advisors plan to retire in the next 10 years, and overall advisor headcount growth is starting to decline. As a result, an opportunity could be at hand for younger advisors.
