From WealthManagement.com
0 visitor like this article | Viewed 4097 times | 0 comment
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
0 visitor like this article | Viewed 4298 times | 0 comment
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
1 visitor like this article | Viewed 4362 times | 0 comment
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?
From WealthManagement.com
1 visitor like this article | Viewed 3775 times | 0 comment
Summary: Much of my time is spent helping firms maximize operations, processes and technology at all organizational levels. The desire to maintain balance begins on a personal level and must work its way to the professional level. To put this in better perspective, here are some ways technology has transformed work-life balance into work-life integration.
From FA Magazine
Added on October 2016 in M&A Issues
0 visitor like this article | Viewed 4366 times | 0 comment
Summary: There were 52 deals done in this year’s first half versus 37 in the first half of 2015. Maybe of more significance, the first-half total this year is only two short of the total number of deals in both 2013 and 2014.
