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Summary: There was a time in the not-so-distant past when the only skill you needed to succeed in financial services was how to sell. The business of selling investments was almost entirely transactional, and all a financial advisor needed to do was shake the bushes for prospects and close them on a product sale. It was not easy by any means, and only the most tenacious advisors survived.
Added on August 2023 in M&A Issues
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Summary: Clearly, there has been a broad slowdown in mergers and acquisitions globally. But the picture is less straightforward when it comes to M&A in the wealth management space, where a 2023 slowdown is hotly debated.
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Summary: Thoughtful succession planning can pave the way for a smooth transition and a thriving future for a company and its stakeholders. Here are a few techniques that business owners should consider.
Added on August 2023 in Form an RIA
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Summary: Independent financial advisors know how crucial a good team is for running their business. Having the right people — in the right roles — can make all the difference to a firm’s success. And it can make all the difference in creating a great place to work, too.
Added on July 2023 in Blog
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