Added on December 2016 in M&A Issues
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Summary: Many aspirational buyers are overconfident in what they believe differentiates them from every other firm out there and focus exclusively on what they are looking for in a seller, failing to appreciate how much competition exits and not taking an objective look at themselves from the seller’s perspective. Especially in a seller’s market such as this, it’s critical that buyers take a hard look at their own firms and honestly answer this question: Why should a seller choose my firm?
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Summary: Words advisers use to describe investments, markets and even themselves can put clients in the wrong frame of mind. For instance, many investors become furious when their savings are called a “nest egg,” said Gary DeMoss, director of Invesco Consulting, at a National Association of State Treasurers meeting in New Orleans on Thursday.
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Summary: A new survey from Scottrade Advisor Services shows that RIAs are ranking technology spending as a top priority, replacing business growth as last year's top priority.
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Summary: The digital advice market will top $83 billion by the end of 2016, according to a November report by Cerulli Associates, with growth projected to reach $385 billion in the next five years
Added on December 2016 in M&A Issues
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Summary: RIA growth is "not being realized," Pershing Advisor Solutions' Mark Tibergien said at the MarketCounsel Summit.
