From wealthmanagement.com
Added on February 2015 in M&A Issues
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Summary: The world of mergers and acquisitions (M&A) enjoyed a frenetic burst of activity in 2014. Transactions reached $2.8 trillion in the first nine months of the year – a rise of 34 percent on the same period last year and the highest volume during this period since the heady days of 2007.
From Think Advisor
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Summary: Americans are already moving money around through their smartphones — purchasing, banking, trading. Once used to this quick pace, mobile users are likely to jettison institutions that slow them down.
From Financial Advisor IQ
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Summary: Rookie advisors may have great personalities and a go-getter attitude, yet still fall short when it comes to bringing in new assets. To get them over the hump, advisor Andrew Ahrens has a formula. On the one hand, he spends considerable time working with the three new FAs at his Lafayette, La.-based practice, helping them build their professional networks. At the same time, he hands over some of his own clients to the newbies.
From Think Advisor
Added on February 2015 in M&A Issues
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Summary: Will these deals end in great success or in heartache? Advisors have every reason to be skeptical, but we see reasons to be optimistic about these business combinations. Here are our thoughts on each.
From On Wall Street
Added on February 2015 in Join an RIA
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Summary: While some aspects required in building an independent practice may not involve facing clients, they may be just as vital to generating equity value and sustaining success.
