0 visitor like this article | Viewed 2567 times | 0 comment
Summary: [PODCAST] You’ll learn how to find your perfect match for a financial advisor merger with Mary Ann Buchanan, founder and CEO at RIA Match. Mary Ann will offer some tips on succession planning and growth. She will also go over how to find out what your company brings to the table during a merger.
0 visitor like this article | Viewed 3075 times | 0 comment
Summary: Only 163 advisers who managed $26 billion in assets have switched firms so far in 2016, according to an analysis by On Wall Street. That's a 42% drop from the same period in 2015 and down 22% from 2014, when a total of 555 and 481 advisers, respectively, switched firms.
1 visitor like this article | Viewed 3027 times | 0 comment
Summary: What software and programs truly create efficiency for both advisers and clients? How much big data can a firm actually act upon?
0 visitor like this article | Viewed 2989 times | 0 comment
Summary: Adding a designation can help advisers develop additional expertise and show the world that knowledge, and client circumstances often dictate new certifications.
Added on July 2016 in M&A Issues
0 visitor like this article | Viewed 3764 times | 0 comment
Summary: My partners and I had been with a big wirehouse for a long time before we went independent two years ago. We expected that one of the benefits of being independent would be a lot more freedom to be ourselves — but we didn’t anticipate how that freedom would facilitate much closer relationships with our clients.
