From LinkedIn Pulse
Added on November 2016 in Form an RIA
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Summary: Looking to free themselves from limitations they are feeling in the wirehouse world, advisors will typically embark upon an exploration of the independent space since it allows for the highest level of freedom and flexibility.
From Investopedia
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Summary: Technology has had a tremendous impact on a number of different industries, and financial services is no exception. According to a recent study by RIA in a Box, advisors that use at least two technology solutions grew assets faster in 2015 than those that used none or just one.
From IRIS
Added on November 2016 in M&A Issues
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Summary: Mergers and acquisitions have become a popular business strategy for companies looking to expand into new markets or territories, gain a competitive edge, or acquire new technologies and skill sets.
From OnWallStreet
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Summary: One key to succession planning is a buy-sell agreement that protects the firm’s principals, their loved ones, clients and employees.
From Barron's
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Summary: High performing teams are committed to aligning each employee’s natural skills and interests with their responsibilities. By doing this, they have the potential to put a leader in every chair of the organization. Not a people manager but a leader—someone who embraces their role and the responsibilities that come with it.
