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Summary: On a panel discussion at the TD Ameritrade National LINC conference, three advisors agreed that hiring a more diverse workforce, especially women, was on the top of their minds.
Added on February 2016 in M&A Issues
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Summary: Aspiriant, an employee-owned RIA with over $9 billion in client assets, said it merging with the Glowacki Group, which has some $360 million in assets and is based in Los Angeles.
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Summary: Hoffman was ready to get out of the advisory business. To be sure, he had a good run — closing in on 30 years — and had built a nice, small-town business in Nevada, Mo.
Added on February 2016 in Form an RIA
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Summary: Once you’ve decided to go independent, the next question is whether to set up your own RIA or join an existing firm. It’s worth making the effort to explore both options to ensure that you’re solving today’s needs without compromising your career goals in the coming decades.
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Summary: There was a common thread throughout the recent TD Ameritrade Institutional National LINC 2016 conference ‘Storytelling’. The art of ‘storytelling’ is an effective way many RIA firms are finding success in truly differentiating themselves and communicating their unique services and benefits.
