Added on January 2018 in M&A Issues
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Summary: In our recent webinar, ‘M&A Success Drivers: How to Align Firm Culture and Integration’ we were privileged to have Beverly Flaxington, co-founder of The Collaborative, to share her insights and process on how to identify a strong culture fit and then integrate two firms.
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Summary: The beginning of the year is usually a busy time for wealth management firms and the investors they serve. As part of the year-ahead planning that wealth managers and registered investment advisors undergo, they typically evaluate relationships with all of their external service providers.This is a smart tactic for ensuring their businesses are well-positioned to operate efficiently and securely and comply with evolving regulations going forward.
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Summary: Making sure your organization has a distinct culture that both seeks and values contributions from employees is one of the most important things you can do when building and growing a business. As Harvard Business Review author Rob Markey states, "Loyal, passionate employees bring a company as much benefit as loyal, passionate customers.
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Summary: There is no shortage of advice for RIAs on marketing to the millennial generation, and financial services firms are increasingly catering to the next generation of wealth builders. While it’s vital to devote an increased share of business development efforts on the generation, it’s just as important to be actively cultivating millennial talent internally, as well.
Added on January 2018 in M&A Issues
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Summary: Wealth managers interested in selling their firms should not believe the hype about a strong seller’s market, says Dan Seivert, CEO of Echelon Partners, a leading investment banking firm for the industry.
