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Summary: Fraudulent emails from hackers used to be obvious, full of misspellings and bad grammar. Now cyber crooks are even sounding like their victims as they try to trick financial advisers into wiring money from clients' accounts.
Added on August 2015 in M&A Issues
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Summary: In the latest deal between billion-dollar-plus registered investment advisers, Bronfman E.L. Rothschild said Tuesday it had acquired Highline Wealth Management, creating a combined $3.6 billion firm.
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Summary: You have a new colleague who’s smart, driven and maybe reminds you a bit of yourself when you were new. This person has expressed an admiration toward you and asks you to be his/her mentor – should you say yes?
Added on August 2015 in Form an RIA
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Summary: There’s no question that running your own business is fulfilling. You’ve seen the glamorous Instagram photos of sandy feet and laptops by the ocean, and the Facebook posts exclaiming (literally exclaiming, with five exclamation marks, minimum), “I love my job!!!!!”
Added on August 2015 in M&A Issues
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Summary: Given the massive increase of merger and acquisition activity in wealth management, and understanding the complexity and unique nature of each of these transactions, we have to ask ourselves one very important question: How did our industry ever decide upon using the words “tuck-in” when referring to acquiring someone's business?
