Added on January 2018 in M&A Issues
0 visitor like this article | Viewed 3761 times | 0 comment
Summary: Merger and acquisition activity in the advisory space will continue to heat up, with experts in the field agreeing that industry consolidation is taking hold.
Added on January 2018 in Join an RIA
0 visitor like this article | Viewed 3652 times | 0 comment
Summary: With the number of CFP Board-approved planning programs growing across the country, prospective advisors have a longer list of choices than ever before. While there are many factors to consider when choosing a program, geography can be important. Advisors looking to hire young planners should take note of the planning programs in their area as well.
0 visitor like this article | Viewed 3601 times | 0 comment
Summary: Many financial advisors work with third-party service providers whose primary role is to help them run their businesses more efficiently in order to better serve clients. These providers must think critically about how they deploy marketing efforts to convey their maximum benefit to advisors. While there are well-established best practices for marketers in any industry, what may be popular or trending may not always be applicable to financial advisors. Successfully reaching advisors and reminding them of the benefits that a third-party provider can offer requires several key considerations.
Added on January 2018 in Form an RIA
0 visitor like this article | Viewed 3522 times | 0 comment
Summary: What drives a wirehouse advisor to make the leap to independence? And what happens once he gets there? Hear it first-hand in this interview with breakaway broker Matt Celenza.
Added on January 2018 in M&A Issues
0 visitor like this article | Viewed 4023 times | 0 comment
Summary: Hanson McClain Advisors, tapping funds from Parthenon Capital Partners, its private equity partner, is merging with Simply Money Advisors, headed by Nathan Bachrach and Ed Finke.
