From Financial Planning
Added on October 2014 in M&A Issues
1 visitor like this article | Viewed 4155 times | 0 comment
Summary: Securing an equity stake in the fast-growing RIA market usually involves fierce competition among aggregators, private equity firms, banks and large financial service companies. A new contender, Aequitas Capital, is hoping to woo advisors with an unusual but potentially potent pitch: its expertise in alternative investments.
From InvestmentNews
1 visitor like this article | Viewed 3139 times | 0 comment
Summary: Advisory firms all approach their businesses a little differently, but some strategies can help each one boost productivity and profitability, according to Mark Tibergien, chief executive, Pershing Advisor Solutions. He was speaking at the InvestmentNews Best Practices Workshop in Chicago on Tuesday.
From Financial Advisor IQ
1 visitor like this article | Viewed 3275 times | 3 comments
Summary: Content” marketing — creating media aimed at helping you acquire and retain customers — is an effective way to tell your story and differentiate your practice from others, says Bill McGuire, writing in ByAllAccounts’ blog.
From Financial Planning
Added on October 2014 in Join an RIA
1 visitor like this article | Viewed 3622 times | 0 comment
Summary: Many advisors begin their professional lives in other fields — some seemingly far removed from financial planning. But having learned another trade may yield skills that turn out to be useful in advising clients about their finances.
From InvestmentNews
1 visitor like this article | Viewed 3157 times | 0 comment
Summary: For female financial advisers, it seems that one of the biggest hurdles to running a successful and fulfilling business is knowing when to offload some work to other parties. A panel of female financial advisers met at InvestmentNews' Women Adviser Summit in New York on Tuesday morning to discuss the business and emotional benefits of outsourcing organizational duties to a trusted third party.
