Added on December 2023 in M&A Issues
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Summary: Wealth management M&A momentum is accelerating at the end of 2023, as the macroeconomic headwinds that threw dealmaking off its previous record-breaking pace recede into calmer air.
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Summary: Whether you’re overworked, understaffed, or just unsure of where to go next with your business, there are a million experts who claim they can solve your issues fast and secure you unprecedented growth.
Added on December 2023 in Form an RIA
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Suimmary: RIAs have been bolstering their head counts this year, but not quite at the same pace seen in 2022 – and they’ve been increasing compensation and perks to help attract talent.
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Summary: It can be so frustrating for leaders to be in a position at work that they feel has no value or direction. Each day they approach their job with the hope that perhaps things will turn around and they will connect in a more meaningful way. Yet what continues to happen is nothing changes, and they find themselves running on the hamster wheel once again. Creating excuses or even blaming others for a lack of leadership clarity is a waste of time. How energizing would it be to identify what really matters to you in your leadership journey
Added on November 2023 in M&A Issues
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Summary: Recently we examined factors for such life-changing advisor business decisions as leaving a wirehouse and affiliating with new partners. An equally major step that many advisors take each year is finding a buyer for an M&A transaction.
