From Financial Planning
Added on October 2014 in M&A Issues
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Summary: As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the nuts and bolts of the transaction and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.
From Financial Advisor Magazine
Added on October 2014 in Other Ideas
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Summary: Five years ago, some industry observers took a grim view of the future for independent RIA firms. During the difficult operating environment of the post-2008 economy, some believed these advisories would not survive the challenges of the Great Recession. What a difference five years can make. Based on the results from the 2014 RIA Benchmarking Study from Charles Schwab, many firms today have not just survived but thrived and are enjoying their greatest levels of success to date.
From Think Advisor
Added on October 2014 in Form an RIA
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Summary: A testament to the changing social world: Last year when a room full of financial advisors was asked how many of them were using LinkedIn, only three to four hands were raised. When Jared Trexler, brand manager at Ed Slott and Co. LLC., asked the same question during a session at FSI’s Financial Advisor Summit, nearly every hand in the room was.
From wealthmanagement.com
Added on October 2014 in M&A Issues
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Summary: It’s a seller’s market when it comes to the merger and acquisition activity around advisory practices. For every 10-15 deals an advisor looks at, one may turn serious, Paul Lally, president of Gladstone Associates, told attendees of FSI Advisor Summit on Monday.
From Financial Advisor Magazine
Added on October 2014 in Other Ideas
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Summary: Nearly 90 percent said robo-advising is a trend destined to grow, with about half of the advisors indicating this online method of managing personal investments attracts young investors. Human advisors, respondents said, will have to find a way to compete for this clientele’s business.
