From wealthmanagement.com
Added on December 2014 in Form an RIA
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Summary: One of the major themes in the independent financial advisory space in recent years has been the explosive growth of the hybrid Registered Investment Advisory (RIA) firm, a model in which advisors operate their own RIA firm for fee-based business, and simultaneously leverage a broker-dealer for commission-based products.
From Think Advisor
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Summary: As a financial advisor, it’s easy to get caught up in day-to-day activities, working IN your business instead of ON your business. But making an effort to help grow yourself personally and professionally cannot fall at the wayside.
From Nerd's Eye View
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Summary: In recent years, there has been an increasing focus on succession planning, and an explosion in the number of consultants providing advice on merger and acquisition deals, and metrics about the deals themselves. Yet thus far, almost all of the guidance and "best practices" offered regarding succession planning focus almost exclusively on the veteran planner who is selling the business, and doesn't necessarily consider the buyer's perspective.
From Financial Planning
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Summary: In the advisor technology sphere, it used to be enough to look for evidence of change. What’s different now is the velocity of the action.From robo advisor technology to real-world tools that build on mobile platforms, and from risk assessment to financial planning software, changes are taking place that will shape the industry for years to come
From InvestmentNews
Added on December 2014 in M&A Issues
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Summary: As advisers you have the job of measuring value: The value of assets, the value of a trade, the value you bring to your relationships with your clients. But the ultimate value, that all of these things build to, is the total value of your business.
