Added on August 2015 in M&A Issues
1 visitor like this article | Viewed 4793 times | 0 comment
Summary: Working with a mergers and acquisitions specialist will help to achieve a good deal and a smooth transition. They’ll assist in valuations, finding buyers and doing their due diligence. They’re also somewhat of a hand holder for those selling a business for the first time, who likely have many questions and concerns.
1 visitor like this article | Viewed 4513 times | 0 comment
Summary: Given the amount of time people spend watching online videos, it’s no wonder advisors want to evolve their marketing endeavours to capture the attention of their clients and prospects.Here are a few tips to ensure your online videos are more professional and engaging.
1 visitor like this article | Viewed 12149 times | 0 comment
Summary: Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t’
1 visitor like this article | Viewed 4973 times | 0 comment
Summary: Salesforce revealed the first of its planned industry-specific products on Tuesday with Salesforce Financial Services Cloud, a new enterprise product that seeks to be a “one-stop shop” for financial advisors.
Added on August 2015 in Join an RIA
1 visitor like this article | Viewed 4798 times | 0 comment
Summary: In May, after a decade at Wells Fargo Advisors, advisor Michael Palace joined the independent RIA Gladstone Wealth Group in Bedminster, N.J., which uses LPL Financial’s brokerage services. The sole practitioner, who also had worked at UBS for five years, managed about $130 million at Wells Fargo.
