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Summary: Where does all the time go? For financial advisors who must divide their days between client meetings, following up with prospects, networking with peers, responding to e-mails and taking care of other crucial tasks, it can often feel as though there aren’t enough hours in the day.
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Summary: HighTower Advisors, a hybrid advisory firm whose trajectory has been closely followed as a barometer for success of the independent model, made a presentation last week on taking the firm public, according to sources who requested anonymity because they did not have permission to speak publicly.
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Summary: Three advisers who have lived through both bitter partnership breaks and now an amicable one said the latter is worth the time and effort because it's easiest on clients.
Added on June 2015 in M&A Issues
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Summary: At a total of $3.6 trillion in transactions, 2014 was the most active year for mergers and acquisitions since just before the global financial crisis. This year is on track to surpass that, with deals totaling $1.9 trillion year-to-date through June 3, according to Invesco. Forty of the transactions that occurred last year were “mega-deals”—those valued at over $10 billion—the largest number of these deals since 2006.
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Summary: When Kate Holmes launched her financial advisory business two years ago, she planned on rarely, if ever, meeting with clients face-to-face. Still, she decided to rent a small office near her home outside Las Vegas because she didn't think she would appear legitimate to prospective clients without a physical location.
