Part 2 of this two-part series explores what drives value and how to build a business that will be 'attractive' to acquirers and garner the highest valuation.
The excitement around M&A activity has many financial advisors considering their future. Is independence the right path? And if you build an independent firm, who will buy it? Part 1 of this two-part episode compares and contrasts options...
While 35% of non-executive employees are in the office five days a week, just 19% of executives can say the same, according to a survey by Future Forum.
Easy-to-implement ideas to drive daily productivity, including managing email inboxes efficiently and cueing your brain to focus on the 'right' activities.
Dan Katz, managing partner of Revolve Wealth Partners, talks about his role as the next gen of a business started by his father, the thought process around opting to build an RIA firm from scratch, their 2x growth since going independent, and how...
Either type can use annuities, but regulatory conduct expectations differ between the two. Or do they? Should they? And where can financial professionals get unconflicted guidance on these questions? Lastly, what on earth might Bill Murray have to...
The performance of publicly traded consolidators has been lackluster, despite favorable conditions in which those business models should thrive, writes Mercer Capital's president.
