From IRIS
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Summary: They all have wines but some are boutiques and have highly defined niches with limited production while others like Robert Mondavi specialize in the lower end wines for the masses. As a financial advisor you have to decide your focus and niche.
From IRIS
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Summary: When you hear the terms financial advisor, wealth manager, financial planner, financial consultant and broker do you assume they are synonymous? Do you expect them all to provide you with similar – and equally beneficial – services?
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.
