1 visitor like this article | Viewed 3419 times | 0 comment
Summary: To be an effective business owner, you must be willing to delegate and relinquish control. Even I admit it can be a scary proposition at times, but it’s a management strategy that will reward you and your team.
Added on March 2015 in M&A Issues
1 visitor like this article | Viewed 4251 times | 0 comment
Summary: Advisers are aging—and few have a succession plan, or even a grip on how to sell, merge or add to their practice, say the creators of RIA Match Concierge Consulting.
Added on March 2015 in M&A Issues
1 visitor like this article | Viewed 3743 times | 0 comment
Summary: AmplifyRIA, a Boston based independent consulting firm, and adviser matching service RIA Match, have teamed to create RIA Match Concierge Consulting (RMCC) -- a new service which combines the technology platform with expert M&A consulting for RIAs that are looking to buy, sell, merge, join or add advisors.
Added on March 2015 in Form an RIA
1 visitor like this article | Viewed 3806 times | 0 comment
Summary: The Financial Industry Regulatory Authority (FINRA), Wall Street's self-funded watchdog, in a February report faulted some firms for having shoddy security policies, including their responses after cyber attacks.
Added on March 2015 in M&A Issues
1 visitor like this article | Viewed 3912 times | 0 comment
Summary: Henley’s popular poem Invictus was a favorite of Nelson Mandela’s and my grandmother. These lines could be the mantra of most advisors whether buyers or sellers. Advisors have grit. This grit is both the source of our success and the essence our vulnerability. As a buyer, your goal is to grow inorganically. You know you have a lot of company. Our advisory world is full of buyers with few sellers to be seen.
