From InvestmentNews
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Summary: 2020 has opened my eyes to a startling contradiction. In talking with our coaches, who speak with dozens of advisers every week, we’ve noticed a duality unfolding in our profession: advisers who are having their best growth years and those who are floundering. There seems to be a secret formula that one group recognizes and the other has yet to stumble upon.
From Financial Planning
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Summary: There’s a lengthy checklist financial advisors complete when going independent, but selecting where to house client assets is possibly the most critical item on it.
From Financial Planning
Added on August 2020 in M&A Issues
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Summary: Advisor movement is spiking. There are a number of factors driving this trend. Here’s a short list.
From ThinkAdvisor
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Summary: Happy clients do business. They refer their friends. One way of keeping them happy is letting them know you care about them.
From InvestmentNews
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Summary: The pandemic has served as a wake-up call for the CEOs of registered investment advisers and multifamily offices. Succession planning is often viewed as a lengthy and administrative chore, but it has recently risen to the top of the agenda for many CEOs.
