Added on September 2015 in Form an RIA
1 visitor like this article | Viewed 3405 times | 0 comment
Summary: Back in 2000, when Todd Sanford launched his solo firm, Sanford Financial Services, he knew he wanted eventually turn it into a team-based practice. He studied everything he needed to know to build a team and now, with 14 employees, including himself and two other partners, he’s reached $600 million in assets.
Added on September 2015 in Form an RIA
1 visitor like this article | Viewed 3448 times | 0 comment
Summary: Clients look to their financial services professionals as a resource for their financial needs. Whether it is a broad based conversation about their long-term financial needs, narrowly focused questions regarding their taxes or inquiring about the latest breaking news on CNBC, the financial professional is a trusted source.
1 visitor like this article | Viewed 3363 times | 0 comment
Summary: When it comes to Twitter, less is more. Speculation is swirling around what sort of changes Twitter may be making to its 140-character limit for tweets, after tech site Re/Code published an article that an undisclosed new feature was in the works. Some media experts think it may mean the end of including links as part of the character limit or excluding the @ sign when tagging users.One thing is certain for advisers, however: Try not to get too excited.
Added on September 2015 in M&A Issues
2 visitors like this article | Viewed 4048 times | 0 comment
Summary: Too many advisors rush into acquisitions of other practices, risking being unable to make the transition and losing clients in the process, The Wall Street Journal writes. Avoiding such pitfalls calls for preparation and self-control, experts tell the paper.
1 visitor like this article | Viewed 3472 times | 0 comment
Summary: Pay levels across a variety of industry positions have increased steadily in recent years according to The 2015 FA Insight Study of Advisory Firms: People and Pay.
