From Financial Planning
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Summary: Handing over your life’s work is a process at once emotionally taxing and strategically complex. For advisers running their own RIAs, having a long-term succession plan in place is critical to safeguarding the continued success of both the firm and the clients they serve.
From IRIS
Added on July 2016 in M&A Issues
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Summary: This is the type of value buyers look and pay for. Today we consider the multi-faceted growth plan that most businesses require if owners are to sell or transfer their companies for the amount of cash they need and want for their post-business lives.
From PFI Advisors
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Summary: There is always a dark side to success. The RIA market has been booming for years, consistently taking assets away from the traditional bank/wirehouse community, and now manages nearly $3 trillion in assets.
From Nerd's Eye View
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Summary: The path of becoming a financial advisor is viewed as a very entrepreneurial one, starting from scratch and building a client base who pay you for services, growing over time into a business that can generate substantial income for the advisor/owner/founder. The growing trend of independent advisors, whether in RIA or broker-dealer form, just further emphasizes the entrepreneurial spirit of the financial advisor community, and their desire to build businesses of value… or at least, a practice that can generate substantial ongoing income throughout their working years.
From WealthManagement.com
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Summary: Over the past five years, robo advisors figured out something the rest of the wealth management industry did not – accessibility and convenience are paramount for investors. The business of being an advisor today is just as much about being a service provider as it is being an investment expert.
