From Finacial Planning
Added on March 2016 in Join an RIA
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Summary: Finding the best way for families to work together in an advisory firm can be a delicate process, requiring patience, flexibility, trust and fortitude. But the rewards, according to those who have successfully navigated the process, are worth the effort.
From Finacial Planning
Added on March 2016 in M&A Issues
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Summary: When making an acquisition, being able to articulate your ideal target is something you should carefully consider. For example, what kind of practice you want to have in the future, including your objectives for the types of clients you want to help, the services you want to offer, the optimal number of client relationships you can support, and the level of assets under management you want to achieve. This will help you target the existing practices you should seek to acquire to meet your goals.
From InvestmentNews
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Summary: With this tool, LinkedIn will match its members with freelance professionals when a request is filed, to which an adviser can accept or reject. From there the prospect and adviser can go off line and discuss future services. Other industries include design, writing and editing, real estate and software development.
From Financial Advisor IQ
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Summary: For nearly eight years, Unified Trust’s fiduciary investment advisor Billy Lanter has been teaching financial literacy to school-aged children through the nonprofit organization Junior Achievement.
From Finacial Planning
Added on March 2016 in M&A Issues
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Summary: Transaction volume for mergers and acquisitions of independent advisory firms in 2015 reached a 10-year high of 84 deals, up 56% from 2014 and 127% from 2006, according to Charles Schwab Advisor Services Deal Data report.
