From Finacial Planning
Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4483 times | 0 comment
Summary: Mercer Advisors is staking a claim to be one of the country's largest RIAs. The Santa Barbara, Calif.-based firm is merging with Kanaly Trust of Houston to form an $8 billion-plus powerhouse firm with 20 offices around the country.
From IRIS
0 visitor like this article | Viewed 4095 times | 0 comment
Summary: Yes, your website needs to have a great design with layout, graphics and photography and be responsive (so that it looks great on any device). But there are some absolutes for your site that need to be taken into account as well.
From Finacial Planning
Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4301 times | 0 comment
Summary: On the prowl for new avenues for growth, private equity firms are ramping up their pursuit of the RIA market.
From Finacial Planning
Added on March 2016 in Join an RIA
1 visitor like this article | Viewed 4330 times | 0 comment
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
1 visitor like this article | Viewed 4504 times | 0 comment
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.
