From InvestmentNews
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Summary: It takes a thick skin to invite outsiders to rigorously critique your financial planning business, but some financial advisers wouldn't have it any other way.
From Financial Planning
Added on February 2017 in M&A Issues
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Summary: M&A deals in the RIA space jumped nearly 50% in average value to a record $1.7 billion in the fourth quarter, according to Charles Schwab.
From WealthManagement.com
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Summary: Traditional marketing methods alone don’t work anymore. Today’s experience economy, which shapes the delivery of our services, reveals how to identify your target clients and employ specific strategies to attract them.
From WealthManagement.com
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Summary: Succession planning involves more than valuations and buy-sell agreements. Given all the blood, sweat, and tears you’ve put into your business, you don’t want to risk passing it to the wrong person—someone who doesn’t care for your clients the same way you do or who doesn’t value the staff who have supported you for years. But is it best to choose an internal or an external successor? There are pros and cons to each option.
From ThinkAdvisor
Added on February 2017 in M&A Issues
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Summary: In 2016, there was a record number of mergers and transactions in the RIA industry, Schwab Advisor Services reported today, echoing other recent measures of the advisor M&A space, but Jon Beatty of Schwab says the numbers are in fact a “subplot of a bigger story: the growth of the RIA industry. Since the independent advisor space is “thriving, you’d expect M&A to follow suit,” said the senior VP of SAS in a Wednesday interview.
