From Nerd's Eye View
Added on April 2015 in M&A Issues
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Summary: For the past decade, the growth of advisory firms has led to a wave of hiring new planners, many of whom are ultimately anticipated to be the successor to the founding owner. And as time has passed, more and more are reaching the moment of transition when the successor actually does begin to buy into the practice; in fact, even in firms where the owners aren’t looking to exit anytime soon, it is increasingly common to add “junior partners” who will help to grow the firm going forward.
From Investment Advisor
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Summary: There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
From InvestmentNews
Added on April 2015 in Join an RIA
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Summary: Do you remember your first day on your first job? I do, and I think it's an event that stays in almost everyone's memory bank. Hopefully, it is a fond memory. But some people doubtless have not-so-fond ones. Examples might include: the new manager who happened to be on vacation when you arrived, the HR department that could not locate your record, the quick handshake followed by a dreary day filling out forms, and lunch by yourself — once you found the cafeteria or a local spot.
From wealthmanagement.com
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Summary: As technology becomes more nimble, commoditized and cloud-based, smaller firms seem to have gained an edge when it comes to serving their advisors.
From InvestmentNews
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Summary: In the process, established and emerging robo-advisers have begun to mimic each other, either through similar features or by echoing statements ripping into their bigger competitors.
