Added on April 2015 in Join an RIA
1 visitor like this article | Viewed 4864 times | 0 comment
Summary: Starved for young talent, brokerages are trying to sell a new generation on the joys of becoming an adviser. One key to doing that, they have learned, is to not call advising a sales job.
1 visitor like this article | Viewed 5323 times | 0 comment
Summary: Beverly Flaxington provides insight to the best way to integrate a new, young advisor into our practice for an advisor who say their firrm is too small to have a formal training program and doesn't have time to sit with someone and provide step-by-step instruction.
Added on April 2015 in Join an RIA
1 visitor like this article | Viewed 4533 times | 0 comment
Summary: Each of the six next-generation advisers InvestmentNews has followed over the past year — their first in the financial advice business — is finding his or her own focus in this changing industry.
Added on April 2015 in M&A Issues
1 visitor like this article | Viewed 5230 times | 0 comment
Summary: Registered investment advisors were the leading acquirers in M&A deals in 2014 for the second year in a row, according to Schwab Advisor Services’ semiannual report, released Tuesday.
Added on April 2015 in M&A Issues
1 visitor like this article | Viewed 5082 times | 0 comment
Summary: Like in 2013, last year’s M&A market wrapped up the year with 54 deals completed, totalling $47.4 million in assets under management being transferred in the transactions. In 2013, Schwab reported the 54 deals that year consisted of about $43.7 million in assets.
