Added on October 2017 in Join an RIA
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Summary: Morgan Stanley's decision to leave an industry agreement known as the protocol for broker recruiting is an indication that the firm is working harder than ever to prevent its brokers from jumping ship, industry sources said.
Added on October 2017 in M&A Issues
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Summary: Mergers and acquisitions are tough – that’s why so many fail; not because on paper they were not a sound business move, but because little or no attention was paid to the people involved in the M&A.
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Summary: What does HighTower Advisors' $100 million recapitalization deal with private equity firm Thomas H. Lee Partners mean for the financial advisory business?
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Summary: To stand out in an increasingly competitive marketplace, advisors need to be creative in their approach to finding and retaining clients. Here are a few marketing tactics you may not have come across that could help to ignite your business.
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Summary: If you feel like your days slip away from you, give the aforementioned a shot. What’s the likely byproduct? You’ll feel more organized and focused each morning and you’ll undoubtedly get more done.
