From Investopedia
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Summary: Technology has had a tremendous impact on a number of different industries, and financial services is no exception. According to a recent study by RIA in a Box, advisors that use at least two technology solutions grew assets faster in 2015 than those that used none or just one.
From IRIS
Added on November 2016 in M&A Issues
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Summary: Mergers and acquisitions have become a popular business strategy for companies looking to expand into new markets or territories, gain a competitive edge, or acquire new technologies and skill sets.
From OnWallStreet
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Summary: One key to succession planning is a buy-sell agreement that protects the firm’s principals, their loved ones, clients and employees.
From Barron's
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Summary: High performing teams are committed to aligning each employee’s natural skills and interests with their responsibilities. By doing this, they have the potential to put a leader in every chair of the organization. Not a people manager but a leader—someone who embraces their role and the responsibilities that come with it.
From LinkedIn Pulse
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Summary: Technology can sometimes be as much an encumbrance to a firm as it can be an asset. An implementation can take more hours than expected, a software update can break a process that had been working seamlessly, or a webinar audio can drop during the most important section of a presentation.
