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Summary: Unhappiness seems particularly prevalent among firms managing between approximately $100 million and $300 million of AUM — a subcategory of firms I call “accidental business owners.” Though these individuals may have built successful and profitable businesses, they might have never imagined having to spend so much time managing.
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Summary: Planners at the T3 Advisor Conference were posed that challenge in presentations that sought to explain the importance of distributed ledger technology and its future impact on the financial industry.
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Summary: Financial advisers looking for a better way to get the word out, either internally or externally, might want to check out how Captrust is using podcasts to reach its 450 employees in 35 different office locations.
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Summary: RIA Match offers three different levels of plans tailored to varying levels of need. Select the one that best fits your current requirements. You can always change your package at a later date.
Added on February 2018 in M&A Issues
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Summary: Inorganic growth is viewed as the quickest way to increase your revenue. You can grow your firm by buying another and perhaps less obviously, selling yours. In this blog, we consider the pros and cons of being a buyer.
