1 visitor like this article | Viewed 4742 times | 0 comment
Summary: Far too many financial advisors and accountants see each other as neighbors who visit every once in a while, when they should see the professions as siblings who take care of each other. Advisors plan for the client’s future, while accountants consult on the client’s past. Not only must these distinct fields work together for the client’s best interests, but doing so can also make both practices more profitable.
1 visitor like this article | Viewed 4369 times | 0 comment
Summary: Merge your technology plan with your business plan – Many firms develop a plan or ideas to add value to their current business model, and then think about technology later in the process. Define upfront how technology should be used to support your ideas.
1 visitor like this article | Viewed 4379 times | 0 comment
Summary: Data aggregation is currently one of the hottest topics in the financial services industry. As technology evolves and robo-advisers attempt to snatch clients, advisory firms are seeking new ways to stay competitive.
1 visitor like this article | Viewed 21308 times | 1 comment
Now that everyone is back-to-school, we wanted to remind you of a great resource that is available to all subscribers on the RIA Match platform.
1 visitor like this article | Viewed 4112 times | 0 comment
Summary: suWccessful businesses is coming to an end. As boomers enter their 60s, many are seeking to liquidate and retire. A recent New York Times article highlights this trend, referencing how bankers and brokers say there’s a significant increase in sales from business owners in their 60s and 70s who are ready to turn their creations over to a new generation of owners.
