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Summary: By now, most of you know that the Financial Planning Association has launched an ambitious initiative which aims to dissolve 88 chapter affiliation agreements and turn those local chapters/state organizations into branches of the Denver home office. And if you’ve been reading my Inside Information blog or Michael Kitces’s Nerd’s Eye View posts, you know we think this has the potential to do great harm to the FPA.
Added on February 2019 in M&A Issues
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Summary: Creative Planning is acquiring Minneapolis-based The Johnston Group, a regional registered investment advisor with more than $500 million in assets under management, the company announced today. It is the first acquisition for the Overland Park, Kan.-based RIA, marking a shift from relying on referral-based growth to incorporating acquisitions.
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Summary: Finding prospects on social media can feel like searching for a needle in a haystack. After all, there are 2.27 billion monthly active Facebook users. So, how do you start narrowing your audience to people who actually may have an interest in your services?
Added on February 2019 in Form an RIA
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Summary: Six Barclays advisors launching their own $3 billion RIA faced their greatest challenge: What to call themselves?
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Summary: Outsourcing key functions — including investment management, information technology and legal and compliance — is the route to greater growth, say advisory firms who outsource, according to a new study by Fidelity.
