From InvestmentNews
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Summary: Like financial planning, succession planning is a multistep process that requires extensive contemplation of all aspects of an adviser's life. Whether you're considering retirement, leaving the profession or building your business through a merger or acquisition, the decisions you make during your self-evaluation will serve as a barometer as you establish a plan.
From Think Advisor
Added on January 2014 in Join an RIA
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Summary: Based on a decades worth of research, Angie Herbers shares 25 key foundational questions that must be answered to make an advisor’s career more successful, whether it be working in an existing business, being an owner-advisor or going independent.
From Financial Planning
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Summary: The next time you attend an industry conference, take a look around the room. Investment advisors tend to be an older lot, and studies have shown that with the baby boomer generation retirement bubble upon us, there’s a shortage of qualified financial advisors at precisely the same time that many of us will be transitioning into our own retirements. So have you considered how much more enjoyable your own post-work years might be if you’d only take the time to mentor the next … you? “
From Think Advisor
Added on January 2014 in M&A Issues
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Summary: A recent report by Tiburon Strategic Advisors found that mergers and acquisitions by registered investment advisors slowed quite a bit last year. However, these deals and other advisor-related MA&s should jump in 2014 due to the growing presence of roll-up firms or aggregators of financial advisors, the consulting group suggests.
From Advisor Perspectives
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Summary: Practice management expert, Beverly Flaxington, provides some time management tips to help advisors deal with disorganized staff. She affirms that some people can do more with less, but many people need a process and structure and someone to delegate to.
