From Advisorpedia
0 visitor like this article | Viewed 58 times | 0 comment
Summary: Clients seldom make decisions based on numbers alone. Instead, they follow plans that reflect their dreams and values. When you uncover a client’s underlying motivation, you turn abstract targets into goals they care about and will likely pursue. Experts in behavioral finance have found that people tend to save more when goals are tied to their ethos.
From InvestmentNews
1 visitor like this article | Viewed 1762 times | 0 comment
Summary: Private equity exit values and volume are up sharply, but investments in RIAs are taking a different path: “Many PE firms are now structuring proposals that allow RIAs to roll equity into their next fund,” Hue Partners' Emily Blue told InvestmentNews.
From InvestmentNews
0 visitor like this article | Viewed 3263 times | 0 comment
Summary: The quest for growth in the financial advice industry is unrelenting, with independent registered investment advisors leading the charge. For years, this growth has been propelled in large part by the momentum of market gains and a thriving environment for mergers and acquisitions. However, the distinction between organic growth and market growth has never been more apparent, especially during periods of market volatility like we’ve experienced since the onset of the pandemic.
From Wealth Management
0 visitor like this article | Viewed 3640 times | 0 comment
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.
From NASDAQ
0 visitor like this article | Viewed 3646 times | 0 comment
Summary: With M&A activity continuing to blossom and the average age of financial advisors being well over the age of 50, succession planning for financial advisors is becoming an increasingly important subject and area of focus.
