From ThinkAdvisor
Added on March 2022 in Form an RIA
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Summary: The future of every advisory firm rests on its ability to retain talent. And the most effective way to ensure the loyalty of younger colleagues is to demonstrate the extent to which the firm cares about them and their careers.
From Wealth Management
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Summary: Few advisors would argue with the old adage that to have a more successful business, you need to design an excellent "client experience." But what does that actually mean?
From Barron's
Added on March 2022 in M&A Issues
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Summary: As M&A remains hot for RIAs, some advisors may be experiencing FOMO. But before you act on the urge to sell, here are three important considerations.
From CityWire
Added on March 2022 in M&A Issues
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Summary: RIAs today might see private equity as a bottomless reservoir of cash, but PE funds weren’t always so eager to dish money out to fiduciary wealth managers.
From Barron's
Added on March 2022 in M&A Issues
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Summary: It’s not surprising, given that RIA merger and acquisition activity had another record-breaking year last year, with 242 transactions, according to DeVoe & Company, a provider of consulting, M&A, and valuation services to wealth management firms. That’s up 52% from 2020, when 159 transactions were completed, DeVoe data show.
