From Think Advisor
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Summary: According to a new research report from Practical Perspectives, the traditional wholesaler/advisor model that has been highly successful in mining and developing other distribution channels such as wirehouse or independent broker-dealers has shown to be less useful with registered investment advisors (RIAs).
From InvestmentNews
Added on August 2016 in M&A Issues
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Summary: Growth opportunities for advisory firms may need to come from acquiring individual advisers, rather than larger firms, because that's where buyers are most likely to find willing sellers, according to a new InvestmentNews/BlackRock study.
From Finacial Planning
Added on August 2016 in Join an RIA
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Summary: Are you looking to hire new talent? Or are you a young person looking to start a career in financial planning? Look no further. FP's expanded list of financial planning programs zeroes in on CFP Board-registered degree-granting colleges and universities this year. Click through to view the first 25 schools on the list, organized alphabetically (A-L).
From FA Magazine
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Summary: As the financial advice industry continues to evolve at a rapidly increasing pace, the role of the CEO becomes even more critical. Yet, as a business coach, I often see advisory firms struggle with making the shift from being an advisor-led firm to one run by professional management.
From Wall Street Jornal Online
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Summary: Investment advisory firms, on average, had a 28.2% operating income margin last year, up a percentage point from the year before and six percentage points higher than 2011, according to a study released Friday by Charles Schwab
