Knowledge and Insight

'Devil's in the details': How advisors pick a custodian

Added on September 2020 in Manage Your Practice

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Summary: There’s a lengthy checklist financial advisors complete when going independent, but selecting where to house client assets is possibly the most critical item on it.

Buyers Preparedness eBook

Added on September 2020 in Blog

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Both Qualitative and Quantitative Components are Crucial for Success

A well-organized buyerwith clarity of purpose will be able to efficiently vet buyers and select a finalist to hand off the baton of their life’s work. 

Get your copy of the Buyers Preparedness eBook, a comprehensive guide to succinctly promote your firm and target the best suited sellers, by identifying your key differentiators and succinctly promoting your core attributes and value proposition.

Email us at support@riamatch.com to get you free copy today.

Voices 4 reasons advisors are moving now

Added on August 2020 in M&A Issues

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Summary: Advisor movement is spiking. There are a number of factors driving this trend. Here’s a short list.

9 Reasons to Call Your Client Right Now

Added on August 2020 in Thought Leadership

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Summary: Happy clients do business. They refer their friends. One way of keeping them happy is letting them know you care about them.

COVID-19 emphasizes importance of succession plans

Added on August 2020 in Plan for the Future

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Summary: The pandemic has served as a wake-up call for the CEOs of registered investment advisers and multifamily offices. Succession planning is often viewed as a lengthy and administrative chore, but it has recently risen to the top of the agenda for many CEOs.