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Summary:Advisers who use social media say that they see a good chance of attracting new clients via their presence on various digital platforms, studies have shown.
Added on September 2015 in M&A Issues
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Summary: Thinking of buying or selling an RIA? The advisory industry’s impressive growth record -- and potential for continued success – likely makes this a great time to pull the trigger.
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Summary: If you want to find the next generation of talented advisors, you may need to know which schools are educating them. The CFP Board certifies 372 educational programs, from certificates to Ph.Ds. See the 35 standout colleges, universities and other educational programs that made our list.
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Summary: It take a village to bring together the best people to staff an advisory firm, said Sabrina Lowell, financial adviser and chief operating officer of Mosaic Financial Partners. Building her firm's roster from seven when she arrived in 2002 to today's 19 has required everyone at the firm to be on the lookout for the industry's best talent.
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Summary: Profiting from partnerships with wirehouses, boutique health care consultants are now seeking to expand their services into the independent advisor space.
