Added on July 2016 in M&A Issues
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Summary: Plenty of practices are looking to make acquisitions in today’s environment. And having gone through this process multiple times over the last few years, we know that plenty of mistakes are being made along the way.
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Summary: Mark Tibergien writes this month that financial services professionals “lack a venue to showcase what we do and to generate enthusiasm for our world.” Out of modesty, Tibergien didn’t mention that a program he began at his own Michigan high school nearly 10 years ago has created just such a venue that may be part of the solution.
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Summary: [VIDEO 1.21] "The way that we deliver advice has to change," says United Capital CEO Joe Duran.
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Summary: HighTower Advisors added a record eight teams during the first half of the year, attracting $2.54 billion in assets by either buying advisory businesses or folding them into a platform where owners give up a portion of revenue for services in technology, investment research and compliance.
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Summary: Over time, the pain of staying in a wirehouse environment can outweigh apprehension over the work it takes to leave, two veteran advisers told participants in a Financial Planning webinar covering the challenges of going independent.
