Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4415 times | 0 comment
Summary: On the prowl for new avenues for growth, private equity firms are ramping up their pursuit of the RIA market.
Added on March 2016 in Join an RIA
1 visitor like this article | Viewed 4429 times | 0 comment
Summary: Finding the best way for families to work together in an advisory firm can be a delicate process, requiring patience, flexibility, trust and fortitude. But the rewards, according to those who have successfully navigated the process, are worth the effort.
Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4618 times | 0 comment
Summary: When making an acquisition, being able to articulate your ideal target is something you should carefully consider. For example, what kind of practice you want to have in the future, including your objectives for the types of clients you want to help, the services you want to offer, the optimal number of client relationships you can support, and the level of assets under management you want to achieve. This will help you target the existing practices you should seek to acquire to meet your goals.
2 visitors like this article | Viewed 3532 times | 0 comment
Summary: With this tool, LinkedIn will match its members with freelance professionals when a request is filed, to which an adviser can accept or reject. From there the prospect and adviser can go off line and discuss future services. Other industries include design, writing and editing, real estate and software development.
1 visitor like this article | Viewed 4377 times | 0 comment
Summary: For nearly eight years, Unified Trust’s fiduciary investment advisor Billy Lanter has been teaching financial literacy to school-aged children through the nonprofit organization Junior Achievement.
