From On Wall Street
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Summary: Advisory firms that seek continuous growth will at some point have to bring new advisers on board, but how do they go about doing that?
From eFinancialCareers
Added on November 2016 in Join an RIA
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Summary: How much time should you spend searching for a job? Well, that depends. As simple a process as this sounds, there are variables depending on which financial sector you work in, your level of seniority and whether you’re on the market or gainfully employed. Here’s how to tell how you’re spending too much, or too little, time on searching for a new role.
From WealthManagement.com
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Summary: Introductions are the most powerful form of word-of-mouth marketing. Our research on elite financial professionals and affluent investors continues to reinforce this fact. When one person intentionally introduces a service provider to someone they know, the credibility transfer speeds up the entire sales process.
From InvestmentNews
Added on November 2016 in Form an RIA
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Summary: Most of the impact of a Labor Department regulation to raise investment advice standards for retirement accounts hits brokers, but investment advisers also have to comply with the measure — a point that was emphasized in agency guidance this week about the rule.
From ThinkAdvisor
Added on October 2016 in M&A Issues
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Summary: DeVoe & Company’s latest report on RIA mergers and acquisitions in the third quarter suggests advisor M&A market is at a record pace for the full year. Moreover, said Dave DeVoe, that record pace is likely to be followed by “seven to 10 more years” of M&A growth, becoming a “new normal.” Why is that?
