Added on October 2017 in Join an RIA
0 visitor like this article | Viewed 5106 times | 0 comment
Summary: Morgan Stanley's decision to leave an industry agreement known as the protocol for broker recruiting is an indication that the firm is working harder than ever to prevent its brokers from jumping ship, industry sources said.
Added on October 2017 in M&A Issues
0 visitor like this article | Viewed 4798 times | 0 comment
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.
0 visitor like this article | Viewed 3745 times | 0 comment
Summary: What does HighTower Advisors' $100 million recapitalization deal with private equity firm Thomas H. Lee Partners mean for the financial advisory business?
0 visitor like this article | Viewed 3855 times | 0 comment
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.
0 visitor like this article | Viewed 4240 times | 0 comment
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.
