AdvisorsUNITE is the industry-leading advisor network, where you can find great information on Acquisitions, Succession Planning and Innovation in the Financial Planning industry. In our blog, Alex Chalekian and his Team share top practice management tips, give expert advice on how to navigate the changes in the financial world, as well as discuss their experience on acquiring, selling or merging a practice and how to avoid the many pitfalls.
Here’s 3 Reasons Why You’ll Want to Subscribe:
- Master Strategies for a Successful Acquisition and Transition of New Clients
- Learn How to Best Use Innovation and Technology to Streamline an Advisor’s Practice
- Gain Succession Planning Techniques to Help Advisors Get a Higher Valuation on Their Current Business
DeVoe & Company just released their 2020 DeVoe RIA M&A Outlook Study. This is their 3rd annual survey of RIAs to gauge current and shifting perceptions about M&A activity within the industry and it is full of great insights.
Financial services is usually a step or two slower than other industries when it comes to change. We know this.
Earlier this month, Vanguard released their Assessing the Value of Advice paper and it had a lot of great information. The report analyzed the impact of financial advice among more than 100,000 participants.