From IRIS
0 visitor like this article | Viewed 3279 times | 0 comment
Summary: All of us who work with business owners have heard the excuses owners use to put off doing the things that they know they should do but just don’t see as pressing. Whether you are a CPA, attorney, financial advisor, valuation analyst or any other type of professional, you’ve made important and timely recommendations only to have owners agree in theory, but not in action.
From Financial Advisor
0 visitor like this article | Viewed 3724 times | 0 comment
Summary: Demographic shifts are creating the perfect storm in the advisory business: more financial planners are leaving the industry just as technological and regulatory changes are creating a need for a flexible, highly-skilled and diverse workforce. That’s created an opportunity for long-time professionals and those entering the industry more recently to form mentoring relationships with one another.
From WealthManagement.com
0 visitor like this article | Viewed 3372 times | 0 comment
Summary: Over the last two years in particular, we have witnessed a series of events that have been highly disruptive to a number of retail broker-dealers
From OnWallStreet
Added on June 2016 in M&A Issues
1 visitor like this article | Viewed 3547 times | 0 comment
Summary: While most planners focus exclusively on managing their clients’ liquid portfolios, they may miss a valuable opportunity to help when clients are interested in selling their closely-held businesses. .
From Think Advisor
1 visitor like this article | Viewed 2827 times | 0 comment
Summary: What differentiates a top-performing advisory firm from others? It’s a crucial question not only for successful firms, which naturally want to maintain their leadership, but also for other firms that want to join the pantheon of industry leaders.
