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Summary: As you know all too well, the day-to-day world of a financial advisor is full of distractions. That said, the following simple five tips for enhancing financial advisor productivity will help improve the efficiency of any advisor.
Added on June 2014 in M&A Issues
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Summary: At first blush, accountants and financial advisors appear to make strange bedfellows. The former are often perceived to be more analytical and the latter, more entrepreneurial. These perceptions aside, many medium to large accounting firms have taken steps to establish or greatly expand their financial services practices.
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Summary: PIMCO chief Bill Gross famously (or infamously, depending on your point of view) questioned the value of a college education, considering tuition costs against future earnings. If you need to be convinced that a college education can be a good investment, flip through 15 Cheapest Colleges With Best Job Value.
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Summary: He fought the Securities and Exchange Commission and the agency lost — in other words, Mark Cuban is just Brian Hamburger’s kind of guy. More to the point, Cuban, the 55-year-old owner of the Dallas Mavericks is a dream choice to speak at the securities attorney’s annual conference, the MarketCounsel Summit, an agglomeration of RIAs that answer to the SEC for their every move on behalf of clients.
Added on June 2014 in M&A Issues
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Summary: In wealth management, an increasing number of financial advisers need an exit strategy. The combination of an aging demographic and fewer entrants into the field creates both challenges and opportunities. Acquiring a new business could be the perfect way for younger advisers to catapult their business to the next level.
