Added on September 2017 in M&A Issues
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Summary: Buyers are setting the deal terms and RIA sellers are "leaving tons of money on the table," says Seivert, speaking at the annual Deals & Deal Makers Summit hosted by Echelon.
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Summary: Pursuing a digital advice solution is about more than selecting the right technology. Advisors make decisions that are both strategic and technical, impacting many facets of their business. In fact, most advisors with whom Fidelity has spoken are interested in blending both human and digital elements into one solution for their clients. We believe that this combination of high-techustody-Solutions and high-touch will be key to a successful offering.
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Summary: [Podcast] Randy and his firm are a wonderful example of what happens when a personal passion informs a target market, and the rest of the business aligns itself in support of those things.
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Summary: Ever have the feeling the months, and years, roll by and you are not getting any closer to what you promised yourself you would one day do, or be? It happens to so many people—the elusive goal remains elusive even though you work hard, keep the goal in front of you and take the steps you think are necessary to make things happen.
Added on September 2017 in M&A Issues
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Summary: “There are no shortages of opportunity to sell a financial advisory business,” says Matt Matrisian, senior vice president of Strategic Initiative sat AssetMark, which provides investment, relationship and practice management for those firms.
