From Think Advisor
Added on October 2013 in Join an RIA
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Summary: Mark Tibergien has long warned about the looming talent shortage in the advisor industry. Pershing, where Tibergien released a report that quantifies the shortage and explores how successful advisors are bypassing the shortage by taking significant human capital steps now. How the advisor demographic challenge can be solved to everyone’s benefit—including clients
From Financial Planning
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Summary: For financial planners, succession plan, or lack there of, merits attention regardless of the amount of assets they manage. Clients care about who will takeover their assets if something happens to their advisor.
From Financial Planning
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Summary: This article talks about a strategy to find a durable business model. It follows Rob Francais, CEO of Apiriant, as he explains how the strategy works. For RIAs who want to ensure clients that their firm will endure to serve their children and grandchildren, a robust internal succession plan is critical.
From RIABiz
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Summary: As the RIA business becomes more competitive, effectively creating and utilizing public relations and marketing techniques to distinguish yourself from the rest of the pack is becoming increasingly important. It is important to establish strong, positive connections with journalists and other media sources. Strong public relations can help to combat the trend in scandals and general distrust that many have with RIAs. Finding a niche is important because that is where the growth of the firm will begin.
From AdvisorOne
Added on October 2013 in M&A Issues
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Summary: This article discusses important mergers and acquisitions including Berkshire Hathaway and 3G Capital Partners' purchase of HJ Heinz, Dell going private with Silver Lake, and more.
