From Think Advisor
Added on May 2015 in M&A Issues
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Summary: Savant Capital Management has closed on its third acquisition of a fellow RIA firm over the past 17 months with the purchase of Orion Capital Management of Winnetka, Illinois.
From Forbes
Added on May 2015 in M&A Issues
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Summary: Selling a company is often difficult and time consuming. The merger and acquisition (M&A) process is one that requires careful planning, competent professionals assisting the target company, and an understanding of the deal dynamics involved in the negotiations.
From WealthManagement.com
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Summary: Despite all the talk about the aging financial advisor force, the industry still has a problem attracting and retaining young talent. But several Wall Street firms discussed their new techniques for bringing millennials into the business during a Securities Industry and Financial Markets Association seminar on Wednesday.
From WealthManagement.com
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Summary: Those working in business and finance industries rarely put in official time outside the conventional work hours, according to NPR’s interactive graph that utilizes data from the American Time Use Survey to track how people spend their days. The data shows the financial and business industries have one of the highest concentrations of employees working between 9 a.m. and 5 p.m., with a significant portion taking the lunch hour very seriously
From Investment News
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Summary: It is not uncommon to hear established advisers discussing the use of technology to attract the next generation of clients and younger advisers to their firms. Some have also discovered that today's successful advisers have a great opportunity to harness technology for the wave of retiring baby boomers. Some advisers want to use technology to grow; others, to improve. Some want it all.
