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Summary: The routes to growth for financial planning practices have been well worn — until recently. Traditional methods of adding clients, increasing AUM and boosting productivity are increasingly in flux. Instead, advisors are exploring new ways to curate client experiences, let technology lighten their loads and hang on to second-generation clients.
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Summary: Among the challenges facing the financial services industry, one stands out to me: a historic inability to attract and retain diverse talent.
Added on October 2019 in M&A Issues
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Summary: Sacramento, Calif.-based Allworth Financial continued its aggressive acquisition strategy by purchasing Dallas-based RAA, a $2.8 billion registered investment adviser that specializes in serving airline industry employees.
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Summary: The advisors we talk to generally have one of two perspectives on their company websites. Perspective one: The website is a digital business card and its purpose is to help the visitor contact the advisor. That’s it.
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Summary: Imagine for a moment that you’re an executive at a local company in town. You and your spouse have determined that you need a financial advisor. How do you begin your search?
