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Summary: For years, many advisors have been operating under the assumption that successors who inherit or buy a book from a retiring advisor are stuck until their succession obligation has been completely forgiven. That is, should these inheritors decide that their firm is no longer the right home for their growing business, they’d have no choice but to wait out the terms of the agreement and hope for the best.
Added on April 2022 in M&A Issues
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Summary: Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.
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Summary: Women's emotional and social competencies are essential for financial advisers, who often have to have tough conversations with clients and handle delicate situations.
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Summary: Financial advisors are finding more opportunities for meaningful engagement with clients and even their family members when they conduct virtual and in-person meetings.
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Summary: Trade associations in the investment advice sector are voicing concerns about the reporting mandates of a proposed SEC cybersecurity rule for registered investment advisers and companies.
