Let’s Make a Deal: Insights From Mark Hurley’s Latest, and Greatest
As the baby boom generation of owner-advisors shifts into high gear about selling their firms, they’ll be well-advised to study Hurley’s analysis of what has worked, what hasn’t and why.
Friends in Need?
You can use outside investors to help finance your growth plans. Firms such as Asset Management Finance (AMF) and Fiduciary Network LLC, for example, have...
The Art of the Deal
Let's start with an easy one: How would you rate the following deal? An independent advisor is the sole owner of a wealth management practice...
These are interesting times for financial advisory firms: There is an oversupply of capital chasing an undersupply of sellers. The last time this scenario existed...
The Fifth Annual IA 25: 2007
When Mary Schapiro took the helm as CEO and chairman of the NASD last September, it was a moment of relative calm before the storm.
Walkin' the Walk
You gotta respect a man who puts his money where is mouth is. Mark Hurley has received considerable publicity over the past ten years for...