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Summary: Succession planning isn't just about advisors realizing value for the businesses they've built. It's about protecting and ensuring that clients' needs are met and that the practice can remain an ongoing business after its founder has retired or passed away.
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Summary: Every year around this time, asset managers and investment analysts put out their forecasts for the next year.A common theme among them? Divergence—among global economies, among central bank policy responses and market performance.Here are the top 10 takeaways from this year's outlook reports
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Summary: There are a lot of figures that get thrown around about attracting new clients in the advisory industry. One that we frequently hear at InvestmentNews Research is that approximately 70% of a typical advisory firm's new business is referral-driven.
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Summary: Janice Hobbs remembers with mixed emotions when Barron's named her as one of its top-ranked financial advisors in 2008. It was great news, but it also meant that she had to speak before a large audience at the awards ceremony
Added on December 2014 in M&A Issues
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Summary: The firm just acquired Woodlands, Texas-based Ellis & Ellis, an RIA with $500 million in assets under management, bringing its total 2014 deals to four. But, the United Capital has become more judicious in terms of the advisory firms they bring on, said Matt Brinker, senior vice president of partner development and acquisitions.
