From WealthManagement.com
Added on July 2017 in M&A Issues
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Summary: Even the most logical, well-thought-out mergers and acquisitions between wealth management firms can fail. But companies can do a lot to make sure they identify a bad fit before it's too late.
From ThinkAdvisor
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Summary: When an advisor decides start to an independent RIA firm, it is time to think about technology. Technology isn't usually top-of-mind for breakaways, but there are a myriad of decisions to make far in advance of turning on the lights in the new firm. To help navigate this transition, here's a short primer on what to consider and when during the three phases of the breakaway lifecycle.
From LinkedIn Pulse
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Summary: My Twitter feed and email recently blew-up when the new Schwab RIA benchmarking survey data was released. This response caught my attention because in my experience these reactions were usually caused by a survey release from Cerulli, Tiburon Strategic Advisors or Aite Group. What was so unique about this year’s Schwab survey? Is it the urban myth that size matters? Let’s take a look.
From Financial Planning
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Summary: Just a third of RIAs hire interns for the summer or other parts of the year, the nation’s third largest custodian found in a study released Tuesday. RIAs are thriving, but their lack of succession planning places $5.8 trillion in assets at risk, notes Kate Healy, who leads the firm’s Generation Next program.
From Wall Street Journal Online
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Summary: [Podcast] With cyber-crime on the rise, the wealthy remain a prime target for hackers. K2 Intelligence's Jordan Arnold breaks down the key things to consider when trying to stay safe.
