Added on October 2016 in M&A Issues
1 visitor like this article | Viewed 3519 times | 0 comment
Summary: DeVoe & Company’s latest report on RIA mergers and acquisitions in the third quarter suggests advisor M&A market is at a record pace for the full year. Moreover, said Dave DeVoe, that record pace is likely to be followed by “seven to 10 more years” of M&A growth, becoming a “new normal.” Why is that?
1 visitor like this article | Viewed 3003 times | 0 comment
Summary: Much of my time is spent helping firms maximize operations, processes and technology at all organizational levels. The desire to maintain balance begins on a personal level and must work its way to the professional level. To put this in better perspective, here are some ways technology has transformed work-life balance into work-life integration.
Added on October 2016 in M&A Issues
0 visitor like this article | Viewed 3652 times | 0 comment
Summary: There were 52 deals done in this year’s first half versus 37 in the first half of 2015. Maybe of more significance, the first-half total this year is only two short of the total number of deals in both 2013 and 2014.
0 visitor like this article | Viewed 2563 times | 0 comment
Summary: New government rules require that financial advisers put their clients' interests first when recommending what to do with their retirement savings. But no one has defined what good advice actually means or how to accomplish it — until now.
0 visitor like this article | Viewed 3025 times | 0 comment
Summary: The aging advisor reality is prompting business successions across our industry. Some of these are hastily enacted shotgun marriages, while others are thoughtfully crafted transition plans that are relatively seamless to clients.
