From IRIS
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Summary: Event planning can be challenging as you strive to master the right mix of expressing appreciation to existing clients and prospect for new business. The question most financial advisors ask us is, “Why don’t more clients attend my events and why won’t they bring a guest?”
From Think Advisor
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Summary: Financial advisors increasingly rely on product providers’ websites and Web support in managing their practices, but still encounter too many sites that are hard to navigate, have outdated content or content that is too generic or promotional, according to a recent report from Practical Perspectives, an independent consultant.
From InvestmentNews
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Summary: State securities regulators have advanced a model rule outlining policies investment advisers should have in place to respond to natural disasters or the death or incapacitation of an executive.
From IRIS
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Summary: We find top performing firms have a disciplined approach to strategic planning that includes investing in technology that allows them to innovate and evolve their client service delivery as well as a human capital plan that can succeed beyond the first generation of own.
From TechCrunch
Added on April 2015 in M&A Issues
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Summary: Conventional wisdom is that startups are bought, not sold. The logic follows that no matter how much an entrepreneur wants to sell a company, there needs to be an eager buyer and no amount of seller desire can manufacture one. Some people interpret this wisdom to mean that they should spend no time getting to know buyers and when a large company is ready to buy their startup, they’ll come knocking.
