From FA Magazine
Added on June 2014 in M&A Issues
1 visitor like this article | Viewed 5561 times | 0 comment
Summary: One recent merger of a financial firm from Connecticut with another from New Jersey, a deal that created a regional presence for both companies, offers a lesson to any smaller advisories looking to expand.
From InvestmentNews
1 visitor like this article | Viewed 5132 times | 0 comment
Summary: Many financial professionals have been misled when it comes to being found on Google. High cost search engine optimization strategies just aren't paying off. Financial firms that have artificially worked their way up to Page 1 of Google search results are either not there today or won't be there for long.
From Think Advisor
1 visitor like this article | Viewed 4516 times | 0 comment
Summary: The succession planning process begins with first coming to the conclusion and buying into the idea that the inevitable is going to happen. Whether it’s a voluntary retirement or due to a disability, eventually everyone stops working. However, once advisors accept the inevitable, they can plan for it in a way that they’ll be satisfied with the outcome.
From Think Advisor
0 visitor like this article | Viewed 4959 times | 0 comment
Summary: PIMCO chief Bill Gross famously (or infamously, depending on your point of view) questioned the value of a college education, considering tuition costs against future earnings. If you need to be convinced that a college education can be a good investment, flip through 15 Cheapest Colleges With Best Job Value.
From Think Advisor
1 visitor like this article | Viewed 4012 times | 0 comment
Summary: Fearful that an army of robo-advisors will raid your clients, eat your lunch, burn your fields and leave you high and dry? Then you may be interested to know about a new tech offering that’s not trying to turn robots into financial advisors but rather to get the robots to work for the financial advisor.
