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Summary: Many advisors say they are close with their clients, but just how close? It may seem like a radical idea to some advisors, but Stacy Francis of New York City believes in inviting clients into her home.
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Summary: Like the vast majority of people, Dan Candura always thought he had more time. More time to spend with his six grandchildren. More time to take his wife, Marie, to Paris. More time to explore his father's roots in Sicily or, even, write a book. He also thought he had more time to draft a continuity plan in the event he was no longer able to run his advisory firm in Braintree, Mass.
Added on July 2014 in M&A Issues
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Summary:The high end of the wealth management market is a very, very good place to be right now. Valuations for advisory firms with over $500 million in assets under management are expected to escalate in the wake of this month's Boston Private Bank and Trust's $60 million acquisition of Banyan Partners -- made at what sources say was a valuation of nine times EBITDA.
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Summary: A big difference exists between simply growing and growing well. Growth was fairly commonplace among the record number of participants in this year's FA Insight study. Nearly three-quarters of firms characterized their recent growth as “significant.” Just one-third of all firms, however, managed to achieve sustainable growth and avoid any related negative side effects.
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Summary: Corey Kupfer, director of entrepreneur services, at MarketCounsel provides nine important steps to consider for putting together a continuity plan. One key is to have people in place to make key decisions.
