Added on January 2017 in M&A Issues
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Summary: For the fourth straight year, M&A activity in the wealth management industry set a new record high, according to the "RIA M&A DealBook" from Echelon Partners.
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Summary: For family-run firms, a crucial concern centers around ensuring the longevity of the business they’ve spent years building and the assets they may have accrued. It usually means the process of prepping children to take over the business itself, as well as any assets in the firm’s portfolio. NREI consulted with attorneys specializing in succession planning for tips that family-run businesses may want to keep in mind.
Added on January 2017 in Form an RIA
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Summary: As president elect Donald Trump takes the oath of office at his inauguration this week, the real estate tycoon and reality television star who has made the presidency his entry-level job in politics remains inscrutable on many issues important to advisers.
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Summary: When it comes to nourishing the future of the RIA industry, TD Ameritrade Institutional’s own Kate Healy is a woman on a mission. Determined to reach back and lift others up, she’s a constant presence at industry conferences and events — leading the charge to educate and encourage current and future advisors. She has so much knowledge and inspiration to share, we’re pleased to introduce her new blog series “AdvoKate.”
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Summary: Financial advisers seeking to grow their businesses should carve out more time for writing, as blogs have become an essential tool for finding new clients.
