Added on October 2017 in Join an RIA
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Summary: Do you have friends or relatives who are considering becoming an advisor? The skills acquired in college can set the career trajectory for promising young talent. Whether the goal is to work at an investment brokerage firm or an RIA with her own shop, one thing is certain: Financial advisor of the future will need specialized training on top of their college degrees in order to succeed.
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Summary: Average advisors make wishes. Good advisors set goals. Elite advisors are committed and have systems.The bedrock of success for elite advisors comes from being committed and following systems.
Added on October 2017 in M&A Issues
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Summary: It’s hard to believe that it’s been 5 years since we launched RIA Match. Our last blog focused on the importance of ‘Being Curious’ – a key trait we found among our most active and successful subscribers. In this blog, we focus on our own curiosity themes that we’ve seen between the buyer and seller relationship over the past 5 years and some key takeaways:
Added on October 2017 in M&A Issues
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Summary: As operational and technology consultants, we are contacted at least three times per month from larger RIAs saying, “A friend of mine just bought a $100 million practice – I want to do that too!” This is a common response from aspiring buyers as the industry is beginning to consolidate based on advisor demographics and the potential for literally trillions of dollars in AUM to be up for grabs is putting stars in everyone’s eyes.
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Summary: So when Envestnet let out it was acquiring FolioDynamix, Benskin stopped to ponder what it would mean for his offering. He didn’t get much time to worry ― his phone soon began ringing non-stop with calls from prospective clients.
