Knowledge and Insight

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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

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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?

'Tis the Season to Look Inward

From Barron's

Added on December 2016 in Manage Your Practice

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Summary: Where are you now? Where do you want to be? How will you get there? These are questions that financial advisors ask their clients all the time as part of the financial planning process. As the year winds down and we prepare to embark on a new year under a new president, now is a great time for advisors to apply these same queries to their own advisory practices.

Fee Compression, Compliance Are Top Concerns for Advisors: SEI Survey

From ThinkAdvisor

Added on December 2016 in Thought Leadership

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Summary: Two direct implications of the Department of Labor's fiduciary rule – fees and compliance – are advisors’ main concerns going into 2017, according to a survey from SEI Advisor Network.