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Summary: I love your book on Elite Teams; in fact I use it to help me lead my team,” Gerry exclaimed rather enthusiastically, and then asked, “What is your latest research saying about Elite Teams?”
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Summary: Financial planning doesn’t have to be your whole life, in fact, many clients like to hear about advisers’ hobbies and interests so they feel open to share their own passions. These five advisers are engaged in unexpected pursuits that soothe their souls — and often their competitive spirits — outside the office.
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Summary: Many financial advisory firms have said goodbye to their summer interns in recent days and some have learned a few secrets over the years to make the process of hiring, employing and keeping in touch with these pre-professionals a rewarding experience.
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Summary: Growth is the name of the game for today’s RIA. The SEC, in its 2017 fiscal year budget proposal, stated, “From 2001 to 2015, assets under management of SEC-registered advisers increased approximately 210% from $21.5 trillion to approximately $66.8 trillion.” Among the factors fueling this growth in the RIA channel are tuck-ins, instances where a financial advisor or team of advisors join an existing RIA.
Added on August 2016 in M&A Issues
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Summary: Buyers accounted for nearly half of M&A transactions last year and nearly 40% of acquisitions for the first half of 2016, according to Fidelity Investment's latest Wealth Management M&A Transaction report.
