Added on June 2018 in M&A Issues
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Summary: Financial advisors who are thinking about selling their firms are confronted by a wide variety of concerns. How do I know I’m getting the right price for my business? How do I know what it’s really worth? What if the buyer has funding trouble and we can’t get the deal done?
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Summary: When was the last time you worked 9-to-5? Chances are, not for a while. In fact, it’s a safe bet you’ve worked longer hours than 8-to-6 or 7-to-7 recently. Why? Because in today’s connected world, we’re always on, almost everywhere.
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Summary: A new entry-level exam for people who aspire to work in the securities industry should become popular because it will appeal to both job seekers and financial firms, according to training experts.
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Summary: Transitioning to a new broker dealer or RIA firm is as appealing as using someone else’s toothbrush. You lose a huge chunk of clients, work ridiculously long hours and even suffer a break in compensation.
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Summary: [SlideShow] The summer is here, and while we may still be waking up at 7 o’clock to start the commute to our desks, the warmer weather and longer days simply ask for us to take a few moments to ourselves — at least a few more than we might have grown accustomed to in the cold, winter months.
