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Summary: [Podcast] One of the top concerns we hear from advisors considering independence is, “How can an independent firm possibly compete on a technology level with the wirehouses?”
Added on July 2019 in M&A Issues
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Summary: For advisors looking to get in on the action, the best way to improve a firm’s valuation is via organic growth, according to panelists at Pershing’s RIA Symposium in New York this week. And a few high-end RIAs speaking at the conference said their ancillary services, or family-office-like offerings, are driving that growth in their businesses.
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Summary: OK, you’ve been to more seminars on growing your business through referrals than you can count. Sometimes, we take something that should be simple and make it complicated.
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Summary: Instead of thinking about technology disruption as linear change, high beam thinkers are better at taking current events and extrapolating what will come five or even 10 years down the road, said Mr. Klososky, founding partner, TriCorps Technologies, at a recent symposium in New York sponsored by BNY Mellon's Pershing.
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Summary: Hidden cowardice is lurking in most people; and that, clearly, can make leading high-courage conversations a huge challenge. But there are techniques to discussing “the undiscussables,” as Scott Jeffrey Miller, executive vice president of thought leadership at FranklinCovey, reveals in an interview with ThinkAdvisor.
