Displaying 19 results
RIA gold rush fever is over: Report
'What’s missing in most cases of deals is that firms aren’t integrating the RIAs they are buying,' Mark Tibergien says.
Drop in RIA M&A in 2023 likely to be blip in upward trend
'I don’t see this as a harbinger for continuing decline,' an RIA M&A consultant says. 'Instead, I see this as a short-term plateau.'
Advisory firm M&A must be about more than money, experts say
Mergers and acquisitions aren't about aggregation, they're 'about integration,' says Brandon Kawal of Advisor Growth Strategies.
In 5 years, advice industry sees $835.3 billion in assets change hands: LPL
The welcome news for financial advisors in the report is that valuations for firms aren't necessarily based on how they choose to do business.
Customer service: The most boring, and important, aspect of your firm
Clients who feel they’re being ignored or getting second-class treatment will get fed up and leave, especially if investment performance hasn’t been great or the firm has dropped the ball somewhere else.
Should you raise your fees?
If you are a competent, caring, hands-on financial adviser, you should charge a market rate for your services.
How to stay focused, and why we lose focus
We say yes to so much that we’re forced to divide our efforts, which dilutes our efficacy.
3 principles for growing your firm
We’ve gone from $2 billion to over $10 billion in AUM in four years because we’ve consistently adhered to three broad principles: Everything must be repeatable, measurable and scalable.
Holding on to clients in any market
The more fee-based business you do, the more imperative it is to focus on current clients and your ability to hold onto them.
Navigating the blurring lines between M&A and recruiting
The competition for high-quality advisers and advisory firms, combined with an insatiable thirst for growth, is creating more choices for advisers as to both whom they partner with and how they choose to structure that relationship.
Building a business plan? Keep it simple
As an industry, we’ve probably made business planning more complex than it needs to be. Keep it simple; it’s better to write something down than nothing, and there’s no need to put everything down.
An adviser guide to setting goals in 2021
If we set goals that have a 50-50 probability of completion, we know we’re stretching ourselves; we also know that we’ll get to the end of the year achieving far more than we could’ve imagined just one short year earlier.
Wishing you a successful new year
Given all that happened last year, many advisers are coming up with different metrics for success in 2021
Strategic delegating is key to success
There's nothing worse than workaholic leaders gumming up the works because they won’t delegate
Miracle Mile sells minority stake to Merchant Investment Management
The infusion of capital from the family office is expected to fuel acquisitions
3 steps to leverage year-end planning and kick-start 2021
Things that every adviser should consider to make the most of their end-of-year planning
My thank you letter to 2020
Extracting lessons from the year ensures you never fail, instead you either win or learn
As M&A activity ramps back up, RIAs need to bone up on the details
Independent advisers want to do deals, but many confess they aren't really prepared to do so
How to scale your firm and keep its culture
MediaMath, one of Crain's New York's 50 fastest growing companies, doubled its employees to 350 in a year. CEO Joe Zawadzki offers advice on retaining culture in an environment of rapid growth.
