Added on April 2017 in M&A Issues
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Summary: Acquirers in the wealth management industry these days aren’t looking for sleepy one-person firms but those with specific characteristics.
Added on April 2017 in M&A Issues
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Summary: Many independent advisors will be relying on the greater fool theory to strike a rich deal. Independents know that larger institutions and roll-ups routinely overpay for an advisor’s book of business. The word on the street is that buyers frequently overestimate how much advisors can grow their business.
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Summary: Financial advisers award LinkedIn's Pro-Finder service a poor grade so far in terms of helping them identify worthy prospects who have become clients. But they're not giving up hope on the business development tool.
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Summary: The changes for two pioneers of the digital advice space come as the sector matures; major banks and wirehouses are ramping up their own digital advice offerings, and a preference for hybrid robo advice has emerged.
Added on April 2017 in Form an RIA
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Summary: One way to build an advisory practice is to re-imagine what the firm will look like in one, three and five years, and plan for those goals.
