| 书目名称 | The Financial Advisor M&A Guidebook | | 副标题 | Best Practices, Tool | | 编辑 | Greg Friedman,Shaun Kapusinski | | 视频video | | | 概述 | Addresses overlooked aspects that can make or break M&A.Highlights the importance of a dedicated technology strategy and how to create one.Outlines how leaders can successfully implement new technolog | | 图书封面 |  | | 描述 | .With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize afirm’s most valuable asset – its people...Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book | | 出版日期 | Book 2018 | | 关键词 | M&A activity; technology integration; Financial Advisors; M&A for RIAs; M&A; RIA; merging firms; Systems in | | 版次 | 1 | | doi | https://doi.org/10.1007/978-3-030-00003-5 | | isbn_softcover | 978-3-030-40531-1 | | isbn_ebook | 978-3-030-00003-5 | | copyright | The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerl |
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发表于 2025-3-21 17:30:36
