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Summary: According to a recent InvestmentNews article, “RIAs Must Confront the Emotional Side of Letting Go of Their Business,” of the 118,000 financial advisers planning to exit the business in the next 10 years, about 61 percent have some plan in place—whether it’s succession, sale, or client reassignment.
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Summary: CHICAGO - Your best clients give you cookies at Christmas. They hug you when they see you. They know the names of your children. But they won't give you a referral.
Added on November 2017 in M&A Issues
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Summary: For growing advisory firms, acquisitions are increasingly seen as a viable path forward; for advisors looking to exit the business, selling is seen as an easy way to monetize the business at the end of a career.
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Summary: Some of the cybersecurity best practices for advisors are smart moves for consumers, too.
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Summary: When it comes to the much-ballyhooed business of disruption, if you can't beat them, join them — and do a little disrupting of your own. That was the message to financial advisors unsettled by the rise of robo-advisors and other industry disruptors from speaker and writer Julie Littlechild, speaking at Charles Schwab's IMPACT 2017 confab in Chicago.
