The good news is that M&A activity is back with a vengeance. The bad news is that it's really more of a fire sale. When the federal government is slated to be the single largest buyer in the financial services space, things are definitely tough all over. We take a look back to happier times (or was it blissful ignorance of things to come?), and offer the number and value of financial services mergers and acquisitions from 2003 through 2007. We're sure the M&A landscape will look far different at this time next year.
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
STP can be described as electronically capturing and processing transactions in one pass, from the point of first 'deal' to final settlement.
This complimentary report discusses those powerful benefits in detail along with a wide range of planning applications.
By creating an informed, well-thought-out business plan, you can navigate today’s challenges and set a course toward growth.
Mar 21, 2017
Americans are living longer and healthier lives, and these added years can create new challenges for retirement income planning.
Feb 07, 2017
The DOL fiduciary rule is quickly approaching the first compliance date, effective April 10th, with full implementation starting January 1, 2018. Is your business on...
Jan 31, 2017
For many, the New Year means new technology being implemented at the practice. One of the biggest challenges facing advisory firms today is getting the...