From InvestmentNews
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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
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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.”
From Financial Planning
Added on September 2015 in M&A Issues
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Summary: What are M&A deal makers on the hunt for advisory firms really looking for – and what kind of deals are they offering? Many of the industry’s top M&A executives attended the annual Deals and Deal Makers Summit, and Financial Planning sat down with three of them to get a report from the trenches.
From InvestmentNews
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Summary:Advisers who use social media say that they see a good chance of attracting new clients via their presence on various digital platforms, studies have shown.
From Financial Planning
Added on September 2015 in M&A Issues
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Summary: Thinking of buying or selling an RIA? The advisory industry’s impressive growth record -- and potential for continued success – likely makes this a great time to pull the trigger.
