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Modernize your service model, both for your next client and your succession plan

Added on June 2023 in Plan for the Future
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Summary: If you’ve been in the wealth management space for more than a decade, you probably have a lot of clients who are in their late 60s and older. These clients came to you in a much different era than today. They expect a specific type of personalized service, such as face-to-face appointments and a particular beverage when they come into the office. And some likely still prefer paper statements that are traditionally mailed rather than digitally delivered.

Five Dos and Don'ts of Using Artificial Intelligence for Financial Advisors

Added on June 2023 in Thought Leadership
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Summary: With 87% of advisors willing to learn how to incorporate AI into their business, it seems that those who do not may be left behind.


RIA Edge Panel: M&A Is Evolving but 'Here to Stay'

Added on June 2023 in M&A Issues
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Summary: While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week.


Three Advisor Firms Share Techniques For Cultivating NextGen Clients

Added on May 2023 in Manage Your Practice
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Summary: Incubating those investors who will be wealthy some day is an important role for firms of all sizes, according to a panel of experts speaking at the Invest In Women conference held by Financial Advisor magazine in Atlanta last week.

Continued RIA M&A Is One Certainty In An Uncertain Market

Added on May 2023 in M&A Issues
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Summary: Most investors suffered a stomach-churning rollercoaster ride last year as market uncertainty ruled the day. But what was happening to client portfolios did little to affect the appetites of either buyers or sellers in the RIA space. When it came to merger and acquisition (M&A) activity among RIA firms, 2022 was a year of more of the same. Only more so, as new records were set in terms of volume and multiples.

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