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Summary: Whether founders are turning firms over to internal successors or making plans to be bought out down the road, transitions will be more successful if certain elements are crafted into the agreements.
Added on March 2016 in M&A Issues
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Summary: Advisors should first thoroughly understand why they are really seeking to team up with another firm, says Kevin J. Meehan, regional president of Wealth Enhancement Group in Itasca, Ill.
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Summary:For financial advisory firms, one of the biggest cybersecurity threats they face are hacked emails of clients and top managers designed to trick advisers and their staffers into transferring money or privileged data.
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Summary: With the equity markets down between 5 and 10 percent for these past two months (depending your index of choice), this January and February have been one of the worst starts to a year in decades. All indicators point to a period of continued volatility—unfortunately not caused by the markets rebounding.
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Summary: Finding the right niche market — comprised of potential clients who share certain distinct characteristics — usually requires thorough analysis and detailed customer profiling. You want to determine where to look to uncover a rich cluster of prospects that you’re ideally suited to serve
