Uniting Financial Advisors to Learn More About Acquisitions, Succession Planning and Innovation
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.
As the financial industry migrates en masse towards new collaboration platforms like Microsoft Teams and Slack, it's essential that firms take proactive steps to expand their supervisory programs to mitigate regulatory risk. Download the Financial Advisor's Guide to Compliant IM and Collaboration to learn the key steps to getting ahead - and staying ahead - of today's evolving instant message and collaboration technologies.
As you put together your own unique plan, here are six best practices to consider as you create an effective and practical continuity plan.
For over 19 years, Alex has been dedicated to assisting his clients in working towards their financial goals. He has served as a financial consultant to many successful professionals, business owners, and retirees. In this interview, Alex shares his views on the future for financial advisors depending on whether they take advantage of using robo-advisors; …
At the LPL Financial Accelerate conference in 2016, I had the opportunity to interview Ken Haman, Managing Director of the AB Advisor Institute. Over the years, I followed Mr. Haman and have been very impressed by the Higher Standard of Care process that he has created at AB. This process is something that we've implemented …
A couple of years ago, I had a chance to join Francisco Campos, a Strategic Relationship Manager at LPL Financial for a webcast and share with him the ways I've grown my business through multiple acquisitions, recruiting and marketing. I also discuss my partnership with LPL’s Business Consulting and Strategic Business Solutions team, and how …
Can you believe that it's already February? I feel like I was just celebrating New Years with my family. Well, before the year passes you by, I wanted share with you how I plan for the year. It's actually pretty simple. In December, I'll download a free printable calendar and map out the upcoming year. …
Last year at the Riskalyze Fearless Investing Summit, our founder Alex Chalekian, had a chance to talk to the great folks at InvestmentNews and discuss the current status of the M&A landscape. Alex also answered some questions on young advisors joining the industry, what size practice should advisors look to acquire, what has been Lake …
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