From WealthManagement.com
Added on January 2017 in Other Ideas
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Summary: The start of the new year is an opportunity for advisors to not only reflect on the past year but to look ahead at the year to come. In particular, it’s a good time to take stock of the various administrative tasks that require your attention, and to consider the larger strategic decisions that will guide your firm through the next 12 months.
From mark elzweig company, ltd
Added on January 2017 in Join an RIA
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Summary: For the past 30 years, the conventional wisdom has been that advisors who want the best recruiting deals should flaunt bigger offers they have from rival firms to encourage other suitors to raise their bids. But is this really always the best strategy?
From WealthManagement.com
Added on January 2017 in M&A Issues
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Summary: For the fourth straight year, M&A activity in the wealth management industry set a new record high, according to the "RIA M&A DealBook" from Echelon Partners.
From WealthManagement.com
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Summary: For family-run firms, a crucial concern centers around ensuring the longevity of the business they’ve spent years building and the assets they may have accrued. It usually means the process of prepping children to take over the business itself, as well as any assets in the firm’s portfolio. NREI consulted with attorneys specializing in succession planning for tips that family-run businesses may want to keep in mind.
From InvestmentNews
Added on January 2017 in Form an RIA
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Summary: As president elect Donald Trump takes the oath of office at his inauguration this week, the real estate tycoon and reality television star who has made the presidency his entry-level job in politics remains inscrutable on many issues important to advisers.
