Mergers and Acquisitions
How to Prepare Your Firm for an Acquisition
By Thomas D. GiachettiHere are the red flags to avoid when readying your firm for that all-important sale, especially if you want the right price.
March 23, 2021
Why Investors Seeking Growth Must Look Beyond Public EquitiesPrivate markets are opening to individuals and can offer them greater returns.
March 22, 2021
Lessons Learned From Selling an RIA FirmIn this constantly evolving industry, we must adapt to help secure our clients' long-term financial future.
March 22, 2021
Want to Keep Advisors? Recruit the Right OnesThe cost of keeping good advisors is far less than that of recruiting new ones.
March 22, 2021
Fixed-Income Products in a Zero-Rate MarketA financial professional says there needs to be an alternative to "diversify and pray."
March 19, 2021
The Trouble With Being a Big Advisor at a Small BDThinking of becoming a big fish in a small pond? You might want to think again.
March 18, 2021
Plunge in U.S. Life Expectancies Can Lead to Higher Life SettlementsA policy appraiser looks at how the pandemic has affected the market for in-force policies.
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