Added on March 2019 in M&A Issues
0 visitor like this article | Viewed 3464 times | 0 comment
Summary: Private equity-backed buyers of advisory firms have dominated the RIA headlines for the past two years. Aggressive dealmakers KKR and Stone Point Capital, which bought Focus Financial in 2017, exemplify the trend.
0 visitor like this article | Viewed 2717 times | 0 comment
Summary: Advisors using Redtail Technology's client relationship management platform and Snappy Kraken's marketing technology will have access to a new integration unveiled today, Snappy Kraken announced. Advisors on the Snappy Kraken interface can now authenticate their Redtail account details, porting over contact and group information into the marketing platform.
0 visitor like this article | Viewed 3085 times | 0 comment
Summary: It's traditionally thought that smaller advisory firms are able to embrace new technology quicker than larger firms. With fewer advisers to train or accounts to migrate, the small boat can turn quicker than the large ship.
0 visitor like this article | Viewed 2714 times | 0 comment
Summary: If you’re on Twitter, you probably already follow popular financial industry voices like Michael Kitces, April Rudin, or Josh Brown and the Ritholtz Wealth crew. But there are a lot of great people using social media to talk about wealth management and financial advice.
0 visitor like this article | Viewed 2717 times | 0 comment
Summary:
You spend countless hours helping your clients get ready to retire.
You coach them on how to structure their investments to maintain the lifestyle they desire.
You help them with Social Security, possibly Medicare. You may even offer counsel on where to live.
But what about you?
