Added on April 2016 in M&A Issues
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Summary: [VIDEO] Advisors who've planned in advance best positioned to sell their advisory business.
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Summary: When it is time to get serious about getting serious about your business succession, you could do not better than follow the advice in a Smart Business article on the subject. Your family, key employees, and everyone else who interacts with your business are all looking to you ... to make sure it survives without you.
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Summary: New research from global analytics firm Cerulli Associates looks at how advisors can identify their ideal target market and define a value proposition that is compelling to that audience.
Added on April 2016 in M&A Issues
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Summary:As the wealth management industry continues to age, the number of advisory firms that will be transitioned due to succession planning or principal retirement is expected to increase dramatically. In fact, 2015 was the largest year on record for RIA mergers and acquisitions, with 2016 predicted to have even more.
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Summary: Affluent women are more “advisor oriented” than affluent men, according to the latest Global Wealth Monitor from Phoenix Marketing International, meaning they’re more likely to let their advisor make most or all of their financial decisions for them, or to consult with an advisor regularly but make the final call on their own.
