Added on November 2018 in M&A Issues
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Summary: When it comes to selling a practice, there are a few general factors that nearly every advisor realizes will go a long way toward shaping a fair valuation. One is revenue. A practice that both has strong, growing revenues and keeps expenses in check while investing in the business is typically an attractive acquisition target.
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Summary: It t will be up to advisory firms and professional organizations to do something about the perspectives missing from the financial advice industry, that diverse advisers could bring to clients. Doing so would begin to generate significant gains in supporting a more diverse workforce.
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Summary: Just as cable providers have started to unbundle their packages, firms and vendors in the financial advisory space have also started to unbundle their offerings. The days of the “take it or leave it” ecosystem are over, and independent financial advisors should take full advantage of this budding trend.
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Summary: As the average age of clients continues ticking upwards, firms across the financial advice industry are discussing attracting Gen X and Gen Y clients.But talk is all that many firms are doing. Recent data from TD Ameritrade reports only 23% of registered investment advisers have a strategy in place for younger clients.
Added on November 2018 in Join an RIA
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Summary: Whether promoted from within or hired from outside the firm, each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants.
