0 visitor like this article | Viewed 3940 times | 0 comment
Summary: The biggest drivers were double-digit scores above the index median on competence and character. Marcus, Venmo and Finn are digital-savvy brands that meet and often exceed customers’ expectations of their products and services, according to BrandCap.
Added on March 2019 in M&A Issues
0 visitor like this article | Viewed 4947 times | 0 comment
Summary: The steady increase in merger and acquisition activity in the registered investment advisory space over the past six years might seem impressive to some, but for industry players like Ron Carson, the party is just getting started.
0 visitor like this article | Viewed 4409 times | 0 comment
Summary: Are you interested in a seven-figure income? If so, you’re in the right profession. Now for the multi-million dollar question—are you willing to develop the talents of an elite financial advisor?
Added on March 2019 in M&A Issues
0 visitor like this article | Viewed 4752 times | 0 comment
Summary: Private equity-backed buyers of advisory firms have dominated the RIA headlines for the past two years. Aggressive dealmakers KKR and Stone Point Capital, which bought Focus Financial in 2017, exemplify the trend.
0 visitor like this article | Viewed 3847 times | 0 comment
Summary: Advisors using Redtail Technology's client relationship management platform and Snappy Kraken's marketing technology will have access to a new integration unveiled today, Snappy Kraken announced. Advisors on the Snappy Kraken interface can now authenticate their Redtail account details, porting over contact and group information into the marketing platform.
