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Check these guys out, not just boomers and millennials

From InvestmentNews
Added on December 2016 in Thought Leadership
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Summary: Generation X remains largely invisible to financial service providers, who continue reaching out to serve baby boomers and millennials, but tend to forget about the 35 million people in between.

Where Should Your Firm Focus for 21st Century Growth?

From IRIS
Added on December 2016 in Plan for the Future
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Summary: Having spent a number of weeks speaking at, or chairing, various industry events – I’ve become aware how much focus there is on technology. FS firms in particular appear nervous about rise of FinTech/InsTech & convinced they should focus on digital & technology for growth.

Financial Services Explained, Pt. 3: The Levels of Independent Advice

From ThinkAdvisor
Added on December 2016 in Form an RIA
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Summary: This is the third in a series of blog postings--Clark Explains the Industry--that explores the dynamics of, and the definitions around, the professional financial advice-giving industry.

Voices Build it or buy it? Figuring out the best fintech option

From Financial Plannning
Added on December 2016 in Manage Your Practice
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Summary: I spend a lot of time looking at alternatives and making decisions about our technology spend at United Capital. Often it comes down to a 'build or buy' decision — should we build a custom application that exactly suits our needs, or should we utilize off-the-shelf software and hope we get close enough?

Succession Planning: Can I Get a Six-Times Multiple?

From IRIS
Added on December 2016 in Plan for the Future
0 visitor like this article | Viewed 3459 times | 0 comment

Summary: Cash flow is a critical element in quantifying gaps between owners’ personal and financial resources and the resources they need to exit their businesses on their terms.

Based on conversations they’ve had with or overheard from other owners, business owners commonly ask their advisors a variation of the following question: “Do you think I can get a six-times multiple for my business?” How would you respond to this question?

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