From Financial Advisor Magazine
Added on August 2015 in Form an RIA
2 visitors like this article | Viewed 4446 times | 0 comment
Summary: Two years ago, when Ajay Gupta left UBS to start his own independent wealth management firm in San Diego, he wasn’t sure if anyone was coming with him. But it wasn’t the first time Gupta took a risk in stepping out on his own: Fifteen years ago, he abandoned his advisory practice in Canada to start anew in San Diego. Today, he is CEO and CIO of Gupta Wealth Management, an RIA that recently surpassed $1 billion in assets under management.
From IRIS
Added on August 2015 in M&A Issues
1 visitor like this article | Viewed 4579 times | 0 comment
Summary: Working with a mergers and acquisitions specialist will help to achieve a good deal and a smooth transition. They’ll assist in valuations, finding buyers and doing their due diligence. They’re also somewhat of a hand holder for those selling a business for the first time, who likely have many questions and concerns.
From IRIS
1 visitor like this article | Viewed 4260 times | 0 comment
Summary: Given the amount of time people spend watching online videos, it’s no wonder advisors want to evolve their marketing endeavours to capture the attention of their clients and prospects.Here are a few tips to ensure your online videos are more professional and engaging.
From Think Advisor
1 visitor like this article | Viewed 10927 times | 0 comment
Summary: Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t’
From WealthManagement.com
1 visitor like this article | Viewed 4723 times | 0 comment
Summary: Salesforce revealed the first of its planned industry-specific products on Tuesday with Salesforce Financial Services Cloud, a new enterprise product that seeks to be a “one-stop shop” for financial advisors.
