Added on January 2016 in M&A Issues
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Summary; Advisory teams with more than $500 million in assets – or “mega teams” – are best prepared to absorb and manage the clients of a retiring advisor, according to new research from global analytics firm Cerulli Associates.
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Summary: The typical client meetings conducted as a part of the financial planning process are challenging. It starts with data gathering, but clients can’t easily produce the needed data to analyze the situation. Clients are asked about their goals, but often articulate ones that will just result in a plan that “fails.
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Summary: As a financial service professional, you take upon yourself the role of helping your clients build their financial futures. Undoubtedly, during your years of training for this demanding profession, you have come across one of the many versions of the financial planning pyramid, used by financial advisers and consultants to explain the concept of financial priorities.
Added on January 2016 in M&A Issues
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Summary: The merger and acquisition process can be daunting to someone who has no experience and isn't working with a broker. Over the years we have heard a number of horror stories and so we have compiled the following list of the top 10 mistakes in mergers and acquisitions.
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Summary: It seems everywhere advisors turn these days, it’s “digital this and digital that.” With the sometimes confusing mash-up of bits and bytes and constant technological innovation, it’s critical that advisors know when and where to jump into the digital fray
