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Why So Many Mergers and Acquisitions Miserably Fail

Added on October 2017 in M&A Issues
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Summary: Mergers and acquisitions are tough – that’s why so many fail; not because on paper they were not a sound business move, but because little or no attention was paid to the people involved in the M&A.

What does the HighTower-PE deal mean for RIAs?

Added on October 2017 in Thought Leadership
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Summary: What does HighTower Advisors' $100 million recapitalization deal with private equity firm Thomas H. Lee Partners mean for the financial advisory business?

5 Marketing Tactics to Ignite Your Business

Added on October 2017 in Plan for the Future
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Summary: To stand out in an increasingly competitive marketplace, advisors need to be creative in their approach to finding and retaining clients. Here are a few marketing tactics you may not have come across that could help to ignite your business.

Ask Yourself 5 Questions Each Morning for Ultimate Productivity

Added on October 2017 in Manage Your Practice
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Summary: If you feel like your days slip away from you, give the aforementioned a shot. What’s the likely byproduct? You’ll feel more organized and focused each morning and you’ll undoubtedly get more done.

The Biggest Cyberattack Threat Comes From Within

Added on October 2017 in Manage Your Practice
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Summary: Whether or not you’ve seen the 1979 psychological horror film When A Stranger Calls, at some point you’ve likely heard this memorable line: “We've traced the call and it's coming from inside the house.” According to the 2017 Threat Monitoring, Detection & Response Report, inadvertent breaches prompted by internal users (employees, vendors, etc.) accounted for 61% of cyberattack incidents.

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