Added on July 2019 in M&A Issues
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Summary: The wealth management M&A market remained robust in the second quarter, with a record 52 transactions recorded by Echelon Partners M&A deal tracker.
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Summary: With the July 4 holiday fresh in our minds, it strikes me that the word "independence" by itself no longer accurately describes the phenomenon that is changing the wealth management industry today.
Added on July 2019 in M&A Issues
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Summary: We are looking to expand our client based as we are licensed in most of the south. We want 20 years in the industry as licensed 65 and 7 advisors. Female owned and looking to grow.
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Summary: For Joe Reeves and Ron Butt, co-founders of Louisville, Kent.-based ARGI, the pursuit of a viable succession plan for their $2.6 billion financial planning firm was the original objective, but the ESOP provided the added bonus of giving all employees a potential stake in the RIA's ongoing success.
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Summary: Client events should be an integral part of every advisor’s business plan. When done right, they can be a great way to build trust with existing clients, attract new prospects and drive sales. However, with all the demands on your clients’ time, it can be increasingly difficult to organize a memorable event that clients truly want to attend. The one-size-fits-all retirement seminar or steak dinner may not cut it anymore as clients have come to expect more meaningful and personalized experiences.
