From Financial Advisor IQ
Added on May 2016 in M&A Issues
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Summary: During the negotiation process of selling their advisory firms, some common mistakes FAs make might just cost them the deal, the Wall Street Journal writes.
From Financial Planning
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Summary: I usually attend at least 10 financial planning conferences a year, and each time it feels as if I’ve suddenly been transported back to the early 1980s. Our profession has made amazing progress in technology. The practice management sophistication of the hallway conversations is far more advanced than it has ever been.
From Financial Advisor
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Summary: I wanted the truth when I recently went asking female advisers about how they were treated in the wealth management business, and how they can assist other women in becoming financial advisers. I wondered, was it still the unspoken Mad Men style of the old boy’s network, or was that truly a thing of the past?
From eFinancialCareers
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Summary: Wealth management has changed tremendously over the past 10 years. Its evolution is something new entrants should understand as they decide which parts of the wealth management industry they might like to join. This is true regardless if you are entering the job market for the first time or if you are coming in from another industry.
From Wall Street Jornal Online
Added on May 2016 in M&A Issues
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Summary: Even advisers with decades of experience buying and selling investments for clients may have no experience selling a financial advisory practice.Experienced advisers sometimes make rookie errors when they look to sell their firm or merge it with another, experts say.
