From InvestmentNews
Added on August 2016 in M&A Issues
1 visitor like this article | Viewed 4232 times | 0 comment
Summary: Tiedemann Wealth Management is merging with Presidio Capital Advisors, a deal that stands out in the registered investment adviser industry for its large size.
From Financial Planning
1 visitor like this article | Viewed 3290 times | 0 comment
Summary: The benefits are myriad and include: A new source of revenue through affluent-client introductions; stronger loyalty among existing clients because of the enhanced skills and expertise your network provides; exponential growth from a steady stream of ideal clients; and you may even enjoy your career more. The elite advisers who excel at networking tell me time and again that collaborating with other professionals is tremendously energizing.
From Financial Planning
1 visitor like this article | Viewed 3427 times | 0 comment
Summary: Most people who provide financial advice self-identify on their websites and business cards as professionals: as advisers, planners or (popular with the brokerage firms) vice presidents of investments. And I think because most of these people provide at least some level of financial analysis for their customers, they’ve convinced themselves that their primary activity is advice rather than sales.
From InvestmentNews
0 visitor like this article | Viewed 3255 times | 0 comment
Summary: Last year a majority of advisory firms saw their revenue levels stall, but a group of registered investment advisers increased their revenue by 23%, according to the new 2016 Elite RIA Study, produced by InvestmentNews Research and BlackRock.
From Think Advisor
1 visitor like this article | Viewed 3354 times | 0 comment
Summary: By now, some 45 years after the creation of financial planning and the independent advisory industry, virtually all advisory firm owners are well aware of the theory of “niche marketing.” The idea is to pick a specific niche or niches of clients to serve, such as doctors or corporate executives, vineyard owners, owners of dry cleaners, etc. — the more specific the niche, the better.
