From Financial Planning
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Summary: This article talks about a strategy to find a durable business model. It follows Rob Francais, CEO of Apiriant, as he explains how the strategy works. For RIAs who want to ensure clients that their firm will endure to serve their children and grandchildren, a robust internal succession plan is critical.
From RIABiz
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Summary: As the RIA business becomes more competitive, effectively creating and utilizing public relations and marketing techniques to distinguish yourself from the rest of the pack is becoming increasingly important. It is important to establish strong, positive connections with journalists and other media sources. Strong public relations can help to combat the trend in scandals and general distrust that many have with RIAs. Finding a niche is important because that is where the growth of the firm will begin.
From AdvisorOne
Added on October 2013 in M&A Issues
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Summary: This article discusses important mergers and acquisitions including Berkshire Hathaway and 3G Capital Partners' purchase of HJ Heinz, Dell going private with Silver Lake, and more.
From Financial Planning
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Summary: This article talks about the many variables in the succession planning process. It includes succession planning insights from expert panels including "Understand your valuation", "Outsiders get mixed reviews", and "Culture matters."
From RIABiz
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RIAs have been some of the fastest growing members of the financial industry but are becoming complacent like wirehouses. Super-RIAs are beginning to reshape the landscape of the industry and might possibly knock some of the large players out of the market. RIAs with roots in the wirehouse model tend to have higher sales. Scaleability will become crucial as price pressure increases and greater competition could lead to lower revenues.
