0 visitor like this article | Viewed 3527 times | 0 comment
Summary: The most appealing position statements in financial services businesses profess a freedom from conflicts of interest. At the same time, this position may be the most difficult to prove. The Department of Labor's newly released Conflict of Interest rule is poised to raise the bar on the fiduciary standard even higher.
Added on May 2016 in M&A Issues
0 visitor like this article | Viewed 4228 times | 0 comment
Summary: We’ve worked with many successful partners who attribute some of the strength in their partnership to time spent in social activities as they got to know each other: golfing, biking, weekend travel with spouses. Yet we continue to see partners seeking mediation who had terrific social relationships but have profound problems in their business partnership.
0 visitor like this article | Viewed 4141 times | 0 comment
Summary: My wife and I launched PFI Advisors on September 25th, 2015. One month and one day later, our 6-month old daughter, Layla, had her first seizure. She was admitted into the hospital the next day, October 27th, and stayed there for 6 weeks. It turns out that her brain never fully developed, which has led to seizures, spasms, feeding and digestion issues, vision issues, hearing issues, muscle-development issues, and of course, brain development issues.
0 visitor like this article | Viewed 3516 times | 0 comment
Summary: Sallie Krawcheck thinks she can serve women investors better than Wall Street can, and she can do it with a robo designed specifically to account for women's concerns in its plans.
Added on May 2016 in M&A Issues
0 visitor like this article | Viewed 4480 times | 0 comment
Summary: During the negotiation process of selling their advisory firms, some common mistakes FAs make might just cost them the deal, the Wall Street Journal writes.
