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Summary: As regulators struggle to reform investment advice rules, a group of advisers and investor advocates is encouraging clients to seek a higher standard on their own.
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Summary:This week's repcording of our webinar on 'How To Assess Yourself and Your Match to Ensure Success' is now available.
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Summary: The portfolio management software provider announced a new program on Wednesday called Fast Track to support advisers leaving wirehouses and broker-dealers with technology implementation, strategies and education for launching their own practice.
Added on June 2018 in M&A Issues
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Summary: Advisory firm owners who are considering selling their firm internally in a succession-plan transaction rather than to outside buyers might be taking a valuation hit, according to Daniel Seivert, chief executive of investment bank Echelon Partners.
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Summary: Mary Ann Buchanan will interview Tanya Rapacz, Founder of The Partnership Resource and Harvard- trained negotiator who co-founded, merged and then ultimately sold her RIA.
