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By Joyce Hanson, AdvisorOne |
May 9, 2013
For RIAs, getting into M&A as well as advisor recruiting may be tough, but it may be the only way for them to survive, the Alliance for RIAs says.
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By Gil Weinreich, AdvisorOne |
November 12, 2012
Most advisors fall into the “annuity trap” of treating their business primarily as a source of current income rather than building “real enterprise value,” the Alliance for RIAs advisor study group warns.
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By John Sullivan, AdvisorOne |
September 13, 2012
If you were to die one night, would you leave behind a firm you would want managing your family’s money?
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By Joyce Hanson, AdvisorOne |
September 11, 2012
If you, the advisor, are the core value of your business, it will be worth little when you try to sell. The Alliance for RIAs addresses this issue and three other areas of concern in maintaining value and relevance as an independent.