From Financial Planning
Added on January 2014 in M&A Issues
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Summary: The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.
From InvestmentNews
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Summary: Whether you're at a wirehouse or an RIA, teaching talented young advisers how to bring in business is an issue that must be addressed. The most important thing to remember, though, is that real change has to come from within, and will not happen overnight. But it will happen with a real commitment from both firm and adviser. And, with both the right training and right support, the talented young advisers of today will also become the rainmakers of tomorrow.
From InvestmentNews
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Summary: The most important stake that you'll drive into the ground in support of your company's foundation should be comprised of your core values. But what exactly are these core values, and when it comes to developing them, who precisely should they be created for? Rather than thinking of them as a client-facing marketing tool, your core values should be almost entirely “inward-focused,” meaning they should be designed to reinforce the internal principles that promote ethical business practices and consistent professionalism throughout your firm.
From Financial Advisor IQ
Added on December 2013 in M&A Issues
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Summary: A successful merger between two RIA firms has to achieve what I call the Three Rights: the right opportunity, the right fit and the right terms. If you’re considering combining with another firm, make sure you’re comfortable with the opportunity and fit before you drill down into the terms.
From wealthmanagement.com
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Summary: As another year ends and a new one begins, it’s hard not to reflect on achievements and shortcomings—all the things that one has accomplished over the past year, and those we wish had been done before year-end. This marker of time leads inevitably to “resolutions” for the year ahead.
