Added on December 2014 in M&A Issues
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Summary: As advisers you have the job of measuring value: The value of assets, the value of a trade, the value you bring to your relationships with your clients. But the ultimate value, that all of these things build to, is the total value of your business.
Added on December 2014 in Join an RIA
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Summary: You’re pinching yourself. Hoping it’s not a dream. A branch manager from the evil empire just offered you $1.4 million to join his wirehouse. The upfront money is deceptive, warns Mr. Spitzer. As principal and interest are forgiven on an EFL, they generate ordinary income. And the ensuing taxes can reduce your take-home pay to zero.
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Summary: Dwight Mikulis, Steve Janachowski and Marty Bicknell reveal their contrasting hiring styles and why chief operating officer is the job du jour in the RIA industry.
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Summary: Few things are more frustrating than when the time you spend networking with prospective clients produces no results. But I will share some good news: A few simple steps to rethink your expectations and change your approach will dramatically improve the outcome from networking activity.
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Summary: Now they need to prove that they can survive the long game. In just a few years, an emerging group of digital RIAs — often characterized as “robo advisors” — have amassed over $16 billion in assets, according to New York–based research and consulting firm Corporate Insight. The leading players include Wealthfront, with about $1.6 billion in AUM; Betterment, with around $1 billion; and Personal Capital, at around $800 million.
