Displaying 28 results
Talking points: How important is a formal valuation?
The following is excerpted from the “What’s Your Succession Plan?” webcast, which was sponsored by Cambridge Investment Research…
Your most valuable asset? Your people
Every firm should have a well-documented compensation plan, which covers a lot more than just how much you pay people.
Brand space race threatens smaller RIAs
Advent of large national firms will make it tough on minnows, says United Capital's boss
Equity ownership: How and when to distribute
Of the myriad decisions faced by firms in today's market, none are more important or have longer-term implications than those surrounding the distribution of equity among existing and future owners.
Assets being snatched up, but valuations of RIAs still depressed
RIA client assets that changed hands through acquisitions soared in the first half of the year but valuations of the firms are still below the 2008 peak, according to Schwab Advisor Services.
Advisory firm values slip; big buying small
For the first time in up to a decade, the average sale price of an advisory business fell last year, according to two separate studies.
Are you looking to sell your firm? Here’s what acquiring minds seek
While a growing number of financial advisers will put their firms on the market in the next few years, few know what buyers look for in a possible purchase. Here's what's on their list.
Market participants struggle with P/E distortions
Market watchers are in a tizzy trying to figure out if U.S. equities are overvalued, fairly priced or the buy of a lifetime.
