From IRIS
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Summary: Rebranding is an ideal way to address these challenges: realigning companies with fundamental changes in the marketplace and revealing new paths to grow your professional services firm. Let’s step you through a tried-and-true process of self-assessment and re-adjustment, so you can recalibrate and reenergize your firm's brand.
From Think Advisor
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Summary: Throughout SIFMA’s Private Client Conference in New York City Thursday were discussions about the major demographic challenges confronting the financial advisory industry and about how firms are responding. The issues are the same ones that the industry has been facing for some years now, but they are becoming more critical as the populations of advisors and their clients age and American society grows more diverse.
From LinkedIn Pulse
Added on April 2016 in M&A Issues
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Summary: Axial.com publishes a lot of very helpful M&A pieces. The following came from The Complete Guide to Selling a Business. Axial also recently published The Guide to Evaluating Buyers for Your Company, which dives into this subject even deeper.
From WealthManagement.com
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Summary: Would you recommend a restaurant without having eaten there? Probably not, and yet the risk is minimal; a bad dinner. Yet financial advisors expect CPAs to refer clients without personally experiencing their level of professionalism and expertise? This is high risk, as a bad experience with a referred advisor and the CPA is likely to lose a client.
From Financial Planning
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Summary: The Department of Labor’s announcement of its long-awaited, long-debated fiduciary rule for retirement plan advice will be remembered as a milestone in the history of the industry. To put it simply, professional financial planners and advisors have achieved a victory, and the Wall Street and independent broker-dealer service models have been dealt a blow.
