8 Tips for Preserving a Firm’s Culture Post-Merger
Greg Friedman of Private Ocean and Brent Brodeski of Savant Capital suggest these steps to maximize success.
Mergers and Aspirations: Friedman, Brodeski Share M&A Success Stories
Deals can't be just about the money. Two advisors with experience say make the focus a new culture and better talent.
Getting New Clients: The New Wealth Manager
There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
Junxure Enhances Its Cloud CRM
Enhanced version of Junxure Cloud CRM features new user experience, additional integrations and new pricing. On the way: benchmarking.
Overcoming RIAs’ Top 4 Business Hurdles: 5 Ways to Increase Profits
Here’s one example: Stop thinking of the segregation of sales and service people, and stray from the “one rainmaker” approach to profitability.
In Financial Data, Small Is the New Big
While big data is here to stay, forward-thinking advisors are finding a wealth of relevant information right in front of them.
Junxure Cloud CRM Unleashed
Junxure announced the general release of its cloud-based customer relationship management solution for financial advisors.
An Unromanticized Guide to Merging Advisory Firms
Greg Friedman shared lessons from Private Ocean's merger; another panelist at MarketCounsel conference discussed the unthinkable consequences of not having a succession plan.
SEC Audits: 6 Items You’d Better Find, Fast
CRMs provide a "rock-solid" corporate memory against examinations and lawsuits, Junxure CEO Greg Friedman says.
Evensky, Friedman, Mellan at Think Retirement Income Conference
A retirement planning conference kicks off Thursday with, we humbly submit, a difference: a program guided by top advisors who share their retirement planning secrets and challenges.