From Financial Advisor
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Summary: Operations departments are the first line of defense in the financial services industry — they ensure that client portfolios are properly managed, traded and kept secure day in and day out. Yet when the ops side of the business is doing its job well, clients may not even realize the function exists.
From IRIS
Added on October 2016 in Other Ideas
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Summary: What if we understood them, not as a “target” or an “audience,” but as a millennial who splurges on a Starbucks latte every day on his way to work? Or as an anxiety-prone single parent who seeks tranquility at the gym in the mornings after dropping the kids off at school? Or maybe an entrepreneurial wizard who’s driven more by a need to overcome loneliness than a desire to create the next tech wonder?
From FA Magazine
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Summary: It is not surprising that Derek Holman and Brian Parker ended up as co-founders of Torrance, Calif.-based EP Wealth Advisors. After all, they’d been friends since middle school in their hometown of San Diego, and started their working careers together at a yogurt shop. Today, Parker and Holman, both 43, run EP Wealth, an up-and-coming RIA firm with $2.3 billion in assets, serving nearly 2,000 clients through six offices in California (Torrance, West Los Angeles, Irvine, Valencia, Lafayette and San Diego), plus one location in Denver.
From PFI Advisors
Added on October 2016 in M&A Issues
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Summary: Our latest industry white paper details the 7 key capabilities that all RIA buyers need to develop before engaging in M&A activity. This report also highlights four industry leaders and the lessons they have learned from their varied experiences.
From IRIS
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Summary: The right content is critical to creating trust, influence, and inspiring new business opportunities. In my experience, it’s taken over as the key online marketing strategy. Yet, so many advisors lack the ability and resources to pull it off. Let alone well enough to achieve the results they want and expect.
