From CNBC
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Summary: In a time of record mergers-and-acquisitions activity for financial advisory firms, designing and implementing a succession plan has become a critical element for success.
From InvestmentNews
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Summary: Not surprisingly, financial services firms and M&A consultants have launched major initiatives aimed at solving the impending succession planning crisis. To demystify the various types of plans that financial advisers should consider, let’s dig into the differences between servicing, continuity, exit and succession planning.
From ThinkAdvisor
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Summary: When the market is on a bull run, advisors are more likely to focus on organic growth and serve their current clients. After all, portfolios are going up, so that means revenue often is going up, too.
From InvestmentNews
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Summary: The RIA industry delivered an impressive performance during the 2010s. And though the pandemic has given us pause, now is the time for firms to define how they’ll seize this new decade’s opportunities.
From wealthmanagement.com
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Summary: It’s a measure sure to divide advisors: LinkedIn is adding more video capabilities to its platform. The Microsoft-owned social media platform is adding its own version of short, ephemeral video and photo stories, as well as integrating video chat functionality from Zoom, BlueJeans and Microsoft Teams, according to a LinkedIn blogpost.
