From Financial Planning
1 visitor like this article | Viewed 3584 times | 0 comment
Summary: Thousands of financial advisors have embraced LinkedIn as a huge networking opportunity, a chance to increase their visibility and rub virtual elbows with millions of professional peers and, hopefully, new clients.Yet, many of these aspiring empire builders seldom get past “hello,” because their LinkedIn profiles are dull, buttoned-down, and lack color and personality.
From Investment Advisor
0 visitor like this article | Viewed 3347 times | 0 comment
Summary: In the case of Darrell Reese and Paul Kink, the fact that they were both Raymond James advisors was an important factor in Reese’s quick and seamless purchase of Kink’s Montana advisory firm. But they say they were lucky in their timing, and that they share the same values, thereby making the transition that much smoother.
From Investment Advisor
Added on January 2016 in M&A Issues
1 visitor like this article | Viewed 4067 times | 0 comment
Summary: Even if advisors nearing or at traditional retirement age have formulated succession plans, it's often impossible for younger advisors to think of buying their practices because they lack the funds.
From InvestmentNews
0 visitor like this article | Viewed 3074 times | 0 comment
Summary: Financial advisers are targeting growth in 2016, with many seeking to boost assets and clients in the new year by using a variety of strategies, including better tech, hiring the right talent and improving marketing. Other planners aim to rev-up client service during a year with lots of expected market volatility. And then there’s the adviser who aspires to fire his worst clients! Do your resolutions for the year ahead match any of these advisers’ top goals?
From InvestmentNews
1 visitor like this article | Viewed 2852 times | 0 comment
Summary: 2016 will be an especially interesting year because of the pending fiduciary decision and the November presidential election. About 62% of advisers said the DOL fiduciary standard will be their top concerns next year, according to the InvestmentNews 2016 Outlook survey. Even so, most advisers are quite optimistic about the coming year.
