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.
From WealthManagement.com
Added on April 2016 in Form an RIA
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Summary: The financial industry is in a tizzy as the Department of Labor released the long-anticipated final version of the new rules addressing conflicts of interest in retirement advice earlier today. Weighing in at over 1,000 pages, the collected documents that make up the new rules are imposing, to say the least. Here’s an overview of the broad strokes.
From IRIS
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Summary: Your budget doesn’t begin to compare with the megacorps, but that doesn’t change the fact that you’re both competing for the same market share. In this crowded space, content creation will give you an edge.
