From Investment Advisor
Added on November 2015 in M&A Issues
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Summary: Do you wish to strike a deal for your firm? What sort of deal is best for you? Do you know your firm's value? Some people still believe that firm valuation centers on gross revenues. I recently participated in the annual Deals and Deal Makers Summit, hosted by Echelon Partners, where I learned that such a simplistic formula ignores market and economic reality. Advisory firms today have access to multiple ways of achieving liquidity, buying a stake in the business and obtaining financing for growth.
From Financial Advisor Magazine
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Summary: Junior” advisors are critical for the success of a firm, but their roles and responsibilities in an advisory firm are often misunderstood and frequently mismanaged. To begin with, “junior” advisors hate being called “junior.” They are often neither young nor inexperienced, and while they are not yet at the top of their professions, they can make an immediate contribution to the productivity and profitability of any firm.
From InvestmentNews
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Summary: Halloween is a time of candy, costumes and trick or treating. But mostly it's a time for people to dress up and “become” someone else for a night. How many people are really happy with who they are the rest of their days? This is one of the central questions for most humans when they think about their financial life: What are we willing to give up to be the ideal version of ourselves and avoid a scary ending?
From WealthManagement.com
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Summary: Technology companies love to push how much more efficient their products can make a firm, but some independent advisors concerned with their firm’s bottom line want to be able to quantify their return on investment.
From Financial Planning
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Summary: Many of the advisors we work with at my consulting firm come to us out of frustration that they have built the wrong organizational structure to support their firm. This often becomes a conversation about whether this is the right time to hire a professional manager to help run their business operations, freeing the advisor to spend more time with clients and to develop new client relationships.
