From wealthmanagement.com
Added on August 2014 in M&A Issues
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Summary: New York-based Cantor Fitzgerald Wealth Partners has acquired Capital Planning Advisory Group, a Yardley, Pa.-based RIA and the sixth team to join Cantor’s wealth management business since the launch of that division last September. The team manages about $120 million in assets, according to Meridian-IQ. The acquisition brings Cantor Fitzgerald's wealth management division to just over $3 billion in assets.
From LinkedIn
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Summary: If your prospect or COI has a LinkedIn account, you should connect with them. Period. Not only does it enable you to learn heaps of information about your prospect, it creates additional touch points. These creative points of contact help raise overall awareness and progress your relationship. Here are ten situations that give you an easy reason to touch-base with prospects and COIs on LinkedIn. We’ve also included a few ways you might respond.
From Think Advisor
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Summary: One of the hardest decisions for a business leader to make is when to exit. This is also one of the most important decisions. This choice informs every other aspect of management, from the people hired to firm branding to client relationships. It also directly impacts the leader and those who depend on him.
From Inc
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Summary: As a New Yorker staff writer and best-selling author, Malcolm Gladwell has written extensively about some of the most disruptive innovators in the history of business.While many of the characteristics these entrepreneurs share are somewhat obvious, you'd be surprised to hear what traits Gladwell says the most successful business leaders tend to have in common.
From InvestmentNews
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Summary: Lessons learned at his father's side in the practice. Let's dispense with the discussion about whether you need a succession plan, as it would be a waste of everyone's time. Take it from me, it's not “if” but purely a question of “when” you need to have it in place.
