Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4957 times | 0 comment
Summary: The robust pace of mergers and acquisitions in the advisor space is causing many advisors to look for more stable broker-dealers, eFinancialCareers writes. And advisors looking to move to smaller firms this year may want to think twice, according to the publication
Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4555 times | 0 comment
Summary: For owners of a Registered Investment Advisor (RIA) practice, making the decision to sell or merge with a larger wealth management firm can be an experience fraught with peril.
0 visitor like this article | Viewed 3549 times | 0 comment
Summary: Which advisors will find themselves best positioned after the fiduciary rule is formally announced? Those who have taken steps already and do so immediately in preparation. Here's what my firm would recommend as a next step before the rule goes in effect. Because I have had this conversation so many times, I created the acronym BASE to keep me on track.
0 visitor like this article | Viewed 3791 times | 0 comment
Summary: The top reason financial advisers seek a business coach is for growth, and accomplishing this can require personal or practice changes, experts said. Among the skills coaches can help advisers develop are their abilities to network, work better with other professionals, use social media to reach new contacts, and brand or otherwise differentiate their services.
0 visitor like this article | Viewed 3962 times | 0 comment
Summary: Investopedia this week rolled out a new platform for financial advisers called Advisor Insights, which vets financial professionals before letting them answer general questions on topics such as retirement, college savings and portfolio construction.
