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Summary: Scottrade® Advisor Services now has agreements with two leading industry solutions providers to help RIAs run their day-to-day routines. Scottrade signed agreements with Morningstar, Inc. and Orion Advisor Services, LLC (“Orion”) to offer their services at a discount.
Added on December 2016 in M&A Issues
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Summary: After a disappointing 2016 for mergers and acquisitions, next year we’re likely in for a rebound, a new Deloitte report says, with 86 percent of private equity and 71 percent of corporate dealmakers expecting to close more deals in the next year. And
Added on December 2016 in Join an RIA
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Summary: We often get calls from advisors wanting to know how to leverage their prior profession in growing their budding financial services practice. Many of these advisors have significant prior experience, so it’s a natural question to ask.
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Summary: In the latest Investment News 2016 Financial Performance benchmarking study, a stunning new trend has emerged when it comes to growing an advisory firm: for the first time, non-referral business development is now driving materially more AUM growth than all client and professional referrals, combined.
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Summary: One of the biggest but hardest-to-predict costs when it comes to personnel is turnover. The Center for American Progress estimates that replacing an employee with a mid-range salary ($30,000 to $50,000 a year) costs 20% of that salary. And the process takes 52 days on average — just imagine the cost of that lost productivity.
