 For 2016 we are seeking to increase AUM by 18% to 20%, in part through potential merger and acquisition activities. We also are exploring a large merger that would have us double in size.”Ted Halpern, Founder, Halpern Wealth |
Summary: Financial advisers are targeting growth in 2016, with many seeking to boost assets and clients in the new year by using a variety of strategies, including better tech, hiring the right talent and improving marketing. Other planners aim to rev-up client service during a year with lots of expected market volatility. And then there’s the adviser who aspires to fire his worst clients! Do your resolutions for the year ahead match any of these advisers’ top goals?
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