Added on November 2016 in M&A Issues
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Summary: From aging advisors, to low-cost online competition, to more strict regulatory requirements increasing the overall cost of doing business, savvy buyers are able to capitalize on these trends in order to grow assets and acquire talent through aggressive inorganic growth strategies.
Added on November 2016 in Form an RIA
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Summary: Three technology executives say there are several key ways advisors can use technology to achieve scale and efficiency in their firms, which they shared Thursday during a webinar hosted by ThinkAdvisor and sponsored by Pershing.
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Summary: As communication trends and consumer demands change, so must an adviser’s marketing strategies. Of the trends that will blossom in the coming year these five will most impact how advisers conduct business. As you prepare for 2017, consider integrating these developments into your marketing plan.
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Summary: For many years, comprehensive wealth advisers have been providing financial plans for clients. While each adviser has their own process they walk clients through, the specific processes are likely a bit similar.
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Summary: That time of year is almost here – performance and compensation reviews. I know that most managers (and employees) dread these hour long rites of passage. You may be asking; do I have up-to-date data to benchmark my compensation levels? Does my budget accommodate increased salary ranges for employees I want to promote? Are my base salaries competitive? Is my incentive package motivating my employees to exceed my expectations? Here is a short checklist to build the framework for your compensations discussions
