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Summary: If you ask five registered investment advisor firms what’s the secret to their success, you might get five—or six, seven or maybe more—different answers. That’s because the possible paths to success in the RIA space are varied, and success seemingly has been the order of the day according to Financial Advisor’s 2015 RIA survey.
Added on July 2015 in M&A Issues
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Summary: The combination of two firms, regardless of their respective sizes at the time of partnership, is a critical action in your firm’s life cycle. And to forge a successful union, you must consider many variables.
Added on July 2015 in M&A Issues
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Summary: Technology-related expenses are one of the largest controllable operational expenses for every RIA, second only to staffing, so there are bottom line benefits to consolidating and getting the integration right.
Added on July 2015 in M&A Issues
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Summary: In my experience, the primary thing that buyers care about is not making a bad acquisition. Consequently, their initial focus will be both on whether the company is a good fit for their needs and what the significant down side risks of the opportunity are.
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Summary: Thirty years ago, Bob Veres gave me my first job as a financial journalist. Since then, I’ve grown to respect both his insight into the financial services industry and his commitment to the profession of independent advice. Over the years, Bob’s been right about a lot things: but like most of us, he hasn’t been right about everything.
