Added on July 2019 in M&A Issues
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Summary: Kudu Investment Management acquired a minority stake in First Long Island Investors in a deal that highlights a new twist on private-equity capital finding its way into the advisory space.
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Summary: As advisory businesses grow, their needs change. Unfortunately, some owner-advisors may not fully grasp what this means to the business side. Perhaps the best — and most important — example of these changes is the role of the “rainmaker.”
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Summary: Dan Ariely, groundbreaking behavioral economics researcher and Duke University professor, sees the future financial advisor modeled after one of his own FAs. He “cared about” him “holistically” and gave him critical advice about spending, Ariely tells ThinkAdvisor in an interview.
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Summary: The main business priorities of RIA firms this year are acquiring new clients, leveraging technology, including customer relationship management (CRM) systems to improve productivity, and enhancing strategic planning and execution, according to a new study by Charles Schwab.
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Summary: Amid all of the trappings of running a business, how do I find time to innovate? What if I'm just not the creative type?
