From WealthManagement.com
0 visitor like this article | Viewed 3865 times | 0 comment
Summary: Having a family member in the business is not a guarantee of a robust succession plan. And it is definitely not a guarantee to preserving business value.
From On Wall Street
1 visitor like this article | Viewed 4336 times | 0 comment
Summary: Go to any seminar on marketing and one of the top suggestions on becoming an elite adviser is to develop a niche. Doctors, airline pilots, teachers, golf nuts, tech employees – the niche possibilities are endless. Having a niche can create efficiency, simplify marketing and make you an expert in the eyes of a well-defined cohort. But is a niche based on what people do – and not who they are – really a wise choice?
From IRIS
0 visitor like this article | Viewed 3756 times | 0 comment
Summary: Have you been competing for work that you are more than qualified to perform, only to be underbid by your competition? Or maybe you have been the one underbidding, which leaves you no room for growth or prosperity.
From Financial Advisor IQ
Added on May 2016 in M&A Issues
0 visitor like this article | Viewed 4271 times | 0 comment
Summary: DeVoe & Company’s latest edition of its RIA Deal Book, which chronicles M&A activity for RIAs in the first quarter of 2016, says 33 transactions took place, down from a record 37 transactions in first quarter 2015.
From Financial Planning
Added on May 2016 in M&A Issues
0 visitor like this article | Viewed 4293 times | 0 comment
Summary: Large RIAs managing between $1 billion and $5 billion in assets sold in record numbers during the first quarter of the year, according to the Nuveen/DeVoe & Co. RIA Deal Book. While this segment usually accounts for 11% of total M&A transactions, to date it has comprised 21% of the transactions, nearly double the average.
