From Linkedin
Added on June 2017 in M&A Issues
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Summary: In our most recent Wealth Management M&A Transaction report, we identified three core ingredients that large RIA acquirers are looking for: adding next-generation talent to their employee base, expanding into new geographies and building density in specific markets to increase scale and efficiencies.
From truelytics
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Summary: As I sit through today's conference agenda at the T3 Advisor Conference in Orange County, CA., I grow impressed with the array of fintech financial advisors have at their disposal. Here is our look at the top five technologies wealth managers, and other industry professionals will be embracing in 2017 and beyond.
From ThinkAdvisor
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Summary: To be or not to be on social media: That isn’t the question. Today, it’s a must for financial advisors to have a digital presence, and that doesn’t mean just putting up a website and hoping prospects will find it.
From Financial Planning
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Summary: Although most advisers are probably familiar with buy-sell agreements, many may not be paying enough attention to their own.
From ThinkAdvisor
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Summary: I don't like most business books. I don't like them because they usually take a very complex topic — building a successful business — and dumb it down to what is commonly called “The Hero's Journey.” In their journey, the authors start to climb the mountain, face some challenges, come up with some great ideas and keep climbing until they reach the summit; it's the best thing that they’ve ever done, and they’ve accomplished it.
