Grow Smarter: How to Avoid the Biggest Mistakes Buyers Make in an Acquisition Guest Blogger: Anthony Whitbeck Acquisitions are an excellent way to grow your financial advisor practice quickly. Not only does it allow you to gain valuable market share, when done well,... read more
Of interest rates and inversions The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting... read more
“Remain calm! All is well!” Such words are uttered by Kevin Bacon during the climax of the movie Animal House (1978), as his character – the antagonistic Chip Diller – helplessly attempts to address a fleeing mob of shrieking parade-goers. The context of the scene... read more
Appealing to Millennials Part 2 In this, the second part of our two-part blog series on how businesses can connect with potential millennial clients, I will be covering those areas in which a professional online presence can benefit the bringing-in of said clients. ... read more
Appealing to Millennials Part 1 As an older-looking member of generation Z, people often ask me what it is that they can do to attract potential clients from the millennial age group. Despite currently being the largest demographic in the nation, these... read more
Guest blogger: Augustine Hong The current pace and the number of mergers and acquisitions are reshaping the financial services industry. The pursuit of scale, for many smaller firms, is not an option but rather a necessary response to the shrinking market share and... read more
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