0 visitor like this article | Viewed 4169 times | 0 comment
Summary: Advisors have no excuse for not taking cybersecurity seriously. They’ve heard about the risks — the potential losses to their reputations and their bottom lines. At the same time, the SEC has publicly detailed its focus areas, such as risk assessment, data loss prevention, vendor management and incident response. What has been less obvious, however, is how examiners evaluate firms to determine whether they pass the test.
0 visitor like this article | Viewed 5796 times | 0 comment
Summary: Up to now, the planning profession has largely been populated by career changers. But if it is to grow as a profession, that has to change. True professions are made up of people who have graduated from a specific college curriculum.
Added on June 2019 in M&A Issues
0 visitor like this article | Viewed 4417 times | 0 comment
Summary: ThinkAdvisor had the chance to catch up with BNY Mellon|Pershing Advisor Solutions CEO Mark Tibergien at the firm’s recent RIA Symposium in Chicago. We got his thoughts on M&A trends, the breakaway movement, RIA affiliations and what RIAs can expect going forward.
Added on May 2019 in Blog
3 visitors like this article | Viewed 21233 times | 1 comment
Podcast: Connecting with the Right Deal Partners, with Mary Ann Buchanan
Summary: In her thought leadership work, Mary Ann specializes in overcoming human bias in succession planning, mergers, and acquisitions by using a systematic approach to help clients make good decisions. Mary Ann shares what makes a good match between partners, and she shares why focusing solely on the numbers can often cause a deal to implode. She explains why cultural alignment is critical for any deal.
Listen to the the podcast here
0 visitor like this article | Viewed 4148 times | 0 comment
Summary: Practices focused on their client-centric experience have more assets and lower attrition rates than other firms, according to recent industry research.
