From IRIS
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Summary: Many good practitioners achieve the objective of building a profitable practice easily enough. After all, that is little more than keeping the sales and revenue pumping at a faster rate than it costs to run the business, right? Once the sales and revenue part is figured out and there is enough business coming in to cover the operating costs and practitioners remuneration, there is a profit for the business.
From Financial Planning
Added on September 2016 in Join an RIA
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Summary: Driven by consumers’ rising demand for financial planning advice, the number of CFP certificants recently crossed 75,000 — more than doubling since 2000 — even as the total number of financial advisers has declined over that time period. Indeed, the desire for advisers who can provide financial advice beyond just picking products or portfolios is so strong, that getting the CFP mark is starting to pay real dividends.
From Financial Planning
Added on September 2016 in M&A Issues
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Summary: For those who are ever involved in a merger or acquisition, it will probably be the single most important financial transaction of their lives. For buyers, it can accelerate their growth far beyond what would otherwise be possible. For sellers, it can turn their hard-earned equity into cash to finance the next stage of their live
From Think Advisor
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Summary: The odds of a person eventually suffering a cyberattack are “pretty much 100% at this point,” according to Bill Slattery, a former FBI special agent in the cyber division who now investigates cybercrime for Facebook.
From InvestmentNews
Added on September 2016 in Other Ideas
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Summary: Financial advisers' views on the Department of Labor's fiduciary rule have taken a surprising turn, as more are seeing the rule as having a positive impact on their business, according to a new study from Fidelity Investments.
