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Summary: Even if your retirement isn't near, it's important to have a plan. It's like writing a will; you don't really need it today, but when you do need it and you don't have one, things are not going to end up the way you want them to.
Added on September 2015 in M&A Issues
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Summary: Big fund firms like BlackRock and Fidelity are scurrying to get into the robo-advising game. But in a twist focused on creating closer ties between traditional financial advice-giving and investment management, one midsize wealth manager is merging its business with a pure-play asset manager.
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Summary: New book, “Success and Succession” provides guidance on not only the key operational and financial issues faced in executing an internal succession plan and how to manage them, but the emotional challenges that will inevitably arise – for both the successor and the founder – which must be navigated to successfully complete a succession transition!
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Summary: A new study by Spectrem Group shows that 58% of high-net-worth investors have switched financial advisors within their lifetime, and 23% have done so within the past five years.
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Summary: Experienced advisers may have great expectations for the junior advisers they hire. They may hope that new associates will ease their workload, boost their firms’ assets and eventually become their successors.
