Added on May 2016 in M&A Issues
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Summary: We’ve worked with many successful partners who attribute some of the strength in their partnership to time spent in social activities as they got to know each other: golfing, biking, weekend travel with spouses. Yet we continue to see partners seeking mediation who had terrific social relationships but have profound problems in their business partnership.
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Summary: My wife and I launched PFI Advisors on September 25th, 2015. One month and one day later, our 6-month old daughter, Layla, had her first seizure. She was admitted into the hospital the next day, October 27th, and stayed there for 6 weeks. It turns out that her brain never fully developed, which has led to seizures, spasms, feeding and digestion issues, vision issues, hearing issues, muscle-development issues, and of course, brain development issues.
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Summary: Sallie Krawcheck thinks she can serve women investors better than Wall Street can, and she can do it with a robo designed specifically to account for women's concerns in its plans.
Added on May 2016 in M&A Issues
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Summary: During the negotiation process of selling their advisory firms, some common mistakes FAs make might just cost them the deal, the Wall Street Journal writes.
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Summary: I usually attend at least 10 financial planning conferences a year, and each time it feels as if I’ve suddenly been transported back to the early 1980s. Our profession has made amazing progress in technology. The practice management sophistication of the hallway conversations is far more advanced than it has ever been.
