1 visitor like this article | Viewed 4221 times | 0 comment
Summary: A simple strategic plan can help you stay focused and influence where your business ends up. This roadmap can also facilitate accountability: Give your staff members responsibility for implementing it, and evaluate them on their success. Here are a few insights from leading advisors on setting strategic priorities, keeping initiatives on track, and getting staff engaged in the process.
1 visitor like this article | Viewed 3886 times | 0 comment
Summary: Financial advisors often see the small-business owner demographic as a desirable place to position themselves, yet many are unprepared for the various challenges and issues that present themselves when working with families who own successful businesses.
1 visitor like this article | Viewed 3476 times | 0 comment
Summary: Launching its own online advice platform, Charles Schwab & Co. Inc. is aiming to make low-cost, web-based advice even cheaper in the latest development in the quickly evolving business, but some industry watchers say it could rankle advisers who custody assets with the firm.
Added on October 2014 in M&A Issues
1 visitor like this article | Viewed 4420 times | 0 comment
Summary: The merger of two prominent Colorado advisory firms has earned them the top spot in wealth management in the state. The combination of Wood Investment Counsel of Denver and Obermeyer Asset Management of Aspen will manages $1.7 billion assets — beating out Weatherstone Capital Management of Denver, which oversees $1.2 billion in assets.
3 visitors like this article | Viewed 22487 times | 0 comment
