From Sue Glover and Associates
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Summary: Just as you do for you clients, your responsibility in managing technology requires the ability to look at the past and plan for the future. We get organized. Perhaps we do the things we’ve been putting off, or start to address the symptoms we’ve been ignoring.
From InvestmentNews
Added on May 2017 in M&A Issues
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Summary: The registered investment adviser space rolled into 2017 by consolidating at a record clip, according to the latest report from DeVoe & Co. The first quarter report, released Tuesday morning, counts a record 44 deals during the first three months of the year, versus 36 deals in the fourth quarter of 2016, and eclipses a previous high of 39 deals in the first quarter of 2015.
From InvestmentNews
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Summary: Social media is important, but it shouldn't take up all your time. Today, let's focus on nine tips to make your LinkedIn presence the best it can be.
From Financial Plannning
Added on May 2017 in M&A Issues
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Summary: The sale of smaller RIAs fueled record M&A activity in the first quarter, but also led to a steep decline in average assets under management of the sellers.
From Financial Planning
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Summary: The SEC's new chair, Jay Clayton, is set to take the reins at an agency where many senior staffers have departed following the election and a host of regulatory initiatives face an uncertain future.
