From Iris
1 visitor like this article | Viewed 3337 times | 0 comment
Summary: A growing number of businesses are starting to focus on robo-advisers, who provide a simple process to typically match personal goals to a low cost portfolio. Whether you think they are good or bad, there’s probably little protection from their impact. In fact, wherever you sit in the financial service supply chain, a robo will probably be “visiting” you, your clients and prospects soon.
From Fimancial Planning
Added on September 2015 in M&A Issues
1 visitor like this article | Viewed 3714 times | 0 comment
Summary: Planners have to team up – and bring in an outside investor – to rapidly grow. For example: family office veteran Rick Flynn, who’s spent years serving ultrahigh-net-worth clients, just doubled the size of his new firm.
From Financial Planning
Added on September 2015 in M&A Issues
1 visitor like this article | Viewed 3883 times | 0 comment
Summary: Market valuation can provide especially useful insights to business owners who anticipate selling their firm in the near future. Although buyers may differ on the factors they care most about, valuation can often explain why one firm gets a high offer and another is sold for a so-so price.
From InvestmentNews
1 visitor like this article | Viewed 3449 times | 0 comment
Summary: Newly hired advisers can slowly climb the ranks at their firms by taking advantage of white-labeled robo-advisers.By using these online investment platforms, new advisers put themselves in front of a client base their bosses and older colleagues may not have, said Neesha Hathi, vice president of Advisor Services Technology Solutions at Schwab & Co.
From Financial Planning
Added on September 2015 in M&A Issues
1 visitor like this article | Viewed 3804 times | 0 comment
Summary: Do the benefits of going public outweigh the disadvantages? Top financial advisory industry executives weighed in with forceful arguments for both sides of the issue at the keynote session of the annual Deals and Deal Makers Summit, “Demystifying the Financial Engineering of Deal Makers.”
