Added on April 2016 in M&A Issues
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Summary: Advisory services don’t operate in a vacuum. The value of a financial advice practice — and potentially its principals’ ultimate remuneration — can be colored by macroeconomics and other seemingly distant external forces.
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Summary: The recent flooding in Houston that has damaged at least 1,000 homes highlights the need for a disaster recovery plan for your critical documents.
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Summary: Registered investment advisor (RIA) firms frequently hear that hiring a “next generation” advisor is the right thing to do as a graying industry faces a talent shortage, but hiring a millennial can also help firms boost growth and profitability, new TD Ameritrade Institutional research shows.
Added on April 2016 in M&A Issues
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Summary: [VIDEO] Advisors who've planned in advance best positioned to sell their advisory business.
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Summary: When it is time to get serious about getting serious about your business succession, you could do not better than follow the advice in a Smart Business article on the subject. Your family, key employees, and everyone else who interacts with your business are all looking to you ... to make sure it survives without you.
