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Succession Planning Requires Immediate Attention

Added on October 2013 in Plan for the Future
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Summary: For financial planners, succession plan, or lack there of, merits attention regardless of the amount of assets they manage. Clients care about who will takeover their assets if something happens to their advisor.

Succession Plan Strategy: Inside Angle

Added on October 2013 in Plan for the Future
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Summary: This article talks about a strategy to find a durable business model. It follows Rob Francais, CEO of Apiriant, as he explains how the strategy works. For RIAs who want to ensure clients that their firm will endure to serve their children and grandchildren, a robust internal succession plan is critical.

NAPFA conference yields valuable nuggets of practice- management and marketing advice

Added on October 2013 in Manage Your Practice
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Summary: As the RIA business becomes more competitive, effectively creating and utilizing public relations and marketing techniques to distinguish yourself from the rest of the pack is becoming increasingly important.  It is important to establish strong, positive connections with journalists and other media sources.  Strong public relations can help to combat the trend in scandals and general distrust that many have with RIAs.  Finding a niche is important because that is where the growth of the firm will begin. 

JPMorgan Tops M&A Charts for Q1

Added on October 2013 in M&A Issues
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Summary: This article discusses important mergers and acquisitions including Berkshire Hathaway and 3G Capital Partners' purchase of HJ Heinz, Dell going private with Silver Lake, and more.

In Succession Planning Deals, Go Beyond Price Tag

Added on October 2013 in Plan for the Future
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Summary: This article talks about the many variables in the succession planning process. It includes succession planning insights from expert panels including "Understand your valuation", "Outsiders get mixed reviews", and "Culture matters."

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