From Financial Advisor IQ
Added on December 2013 in M&A Issues
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Summary: A successful merger between two RIA firms has to achieve what I call the Three Rights: the right opportunity, the right fit and the right terms. If you’re considering combining with another firm, make sure you’re comfortable with the opportunity and fit before you drill down into the terms.
From wealthmanagement.com
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Summary: As another year ends and a new one begins, it’s hard not to reflect on achievements and shortcomings—all the things that one has accomplished over the past year, and those we wish had been done before year-end. This marker of time leads inevitably to “resolutions” for the year ahead.
From Think Advisor
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Summary: Across the globe, people from all walks of life will be making resolutions on New Year’s Eve, aiming, as they do every year, to have another stab at doing better in the areas they’ve lagged. For financial advisors, the end of one year and the beginning of another is an excellent time to get their clients to commit to making at least one sound financial decision.
From wealthmanagement.com
Added on December 2013 in Join an RIA
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Summary: Transitioning to a fee-based business has never been easier. And since most clients don’t understand how you get paid anyway, the move is a chance to clear the air and explain your value.
From Financial Planning
Added on December 2013 in Other Ideas
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Summary: Take note this year of how often your clients’ holiday cards feature their children as the focal point. Children — particularly those still living at home — play a key role in the determining the values, priorities and mindset of their parents.
In fact, wealthy investors with young children share a number of key characteristics, needs and values that set them apart from childless clients and even empty nesters.
