Added on March 2017 in M&A Issues
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Summary: Too many wirehouse brokers considering going independent are led to believe that once they leave their bank-owned brokerage they will no longer have access to sophisticated lending tools to offer their clients, such as competitively priced margin loans or home loans.
Added on March 2017 in M&A Issues
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Summary: For any independent financial advisor M&A deal to be successful, it's crucial to start with a detailed plan that outlines what the buying or selling advisor is seeking to achieve, and encompasses the right tactics that support the fulfillment of those goals.
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Summary: Industry veteran Tim Kochis, the former CEO of Aspiriant, is getting back into the wealth management business full-time, joining DeVoe & Co. to launch a new succession planning initiative.
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Summary: Your energy level is business-critical, and how you manage it determines how you meet your clients’ needs. Frankly, the amount of time you have is moot if you’re low on physical, mental, emotional, and even spiritual energy.
Added on March 2017 in Form an RIA
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Summary: Meeting objectives requires a family office to hold and transact business involving highly sensitive information about family members, their finances and their venture partners. The same technology on family offices and their clients depend on to communicate instantly and globally makes them compelling targets of criminals worldwide. Protecting client families from financial loss and harm requires family offices to be hands-on about matters their clients may have never taken into account.
