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Summary: InvestmentNews' new series on advisers' succession planning experiences has been well received by business owners struggling with the process — or even getting motivated to start the process.
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Summary: I realize that each generation has its own style and terminology and each has their way they think things are right or not, but we are serving largely an older population. Like many advisory firms, a great deal of our client base is retired and over 65 years old. Some of them don’t even hear that well. I will often hear “Lisa” on the phone saying “hello? Hello?” a couple of times. My suspicion is that the caller is stunned they are not hearing more of a welcome when someone answers.
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Summary: Despite the return of market volatility, when it comes to independent financial advisor transactions, it continues to be a seller’s market, with buyers continuing to outstrip sellers by a wide margin.
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Summary: Back in 2010, the husband-and-wife co-founders of their eponymous RIA, set out to make themselves "dispensable" to the firm they'd created through the merger of their separate practices two years earlier. The plan was to do so by 2020.
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Summary: Despite the return of market volatility, when it comes to independent financial advisor transactions, it continues to be a seller’s market, with buyers continuing to outstrip sellers by a wide margin.
