From InvestmentNews
0 visitor like this article | Viewed 3298 times | 0 comment
Summary: As an independent firm grows, the role of an owner evolves from being a player on the team, to leading and managing an organization. Eventually, size and complexity will drive the need for greater professional management to help drive the owner's vision. Firms facing this need have three options: have the owner move into professional management and reduce responsibilities, elevate next generation professional talent from within or hire professional management from outside.
From Think Advisor
0 visitor like this article | Viewed 3659 times | 0 comment
Summary: While AssetMark and Aite Group argue in a recent paper that large offices of supervisory jurisdiction face challenges and may not be as nimble and supportive of advisors as their smaller counterparts, industry veterans beg to differ.
From Financial Planning
0 visitor like this article | Viewed 3372 times | 0 comment
Summary: Most firms start their sales pitch with what they can do for the prospect, then describe how they will do it, and maybe mention why the prospect should choose them. Reverse the order, says Alexandre Monnier, president of the Family Office Exchange
From IRIS
0 visitor like this article | Viewed 3515 times | 0 comment
Summary: The following questions were raised to us about the new DOL Fiduciary Rule. We cover the DOL Fiduciary Rule in more detail in a previous post, but we thought we'd share.
From The Entrepreneurial Professional Podcasts
0 visitor like this article | Viewed 2657 times | 0 comment
Summary: [PODCAST] You’ll learn how to find your perfect match for a financial advisor merger with Mary Ann Buchanan, founder and CEO at RIA Match. Mary Ann will offer some tips on succession planning and growth. She will also go over how to find out what your company brings to the table during a merger.
