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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.
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Summary:According to the latest Cerulli Edge report, software-only eRIAs – electronic registered investment advisors, Cerulli’s term for robo-advisors — are operating in a business threatened with commoditization, which will depress fees that are already under pressure from the entrée of Schwab and Vanguard.
Added on September 2015 in M&A Issues
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Summary: Persistently good markets have made potential sellers hesitant to get out while they enjoy strong cash flow from their businesses, said Dan Seivert, chief executive of Echelon Partners, a mergers and acquisitions consultant.
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Summary: Talented young advisors are hard to find. As the labor market tightens and the demand for advisory services grows, the war for talent will likely prove even more competitive in years to come.
