Added on February 2020 in M&A Issues
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Summary: Sandra Nesbit expected lemonade. What life served up instead, when she merged her RIA with a national wealth management firm, was lemons.
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Summary: As you layer up before venturing outside in frigid weather, you know it’s the base layer of protection closest to your skin that’s key to staying warm and dry. The same logic applies to managing and protecting your firm’s technology.
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Summary: According to the Schwab RIA Compensation Report released Wednesday, about 70% of an advisory firm’s revenue is spent on compensation and total compensation is climbing, with 75% of advisory firms in hiring mode.
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Summary: Have you ever considered launching your own podcast, but stopped because you weren’t sure if it would be worth the time and the effort involved?
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Summary: Look to your right, then to your left. Odds are, you’ll see at least one team hard at work — and for a few good reasons.
