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Financial Advisor M&A Guidebook

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131.7  Lei 154.94  Lei

sau 13170 de puncte. Detalii.

Livrare in 15 zile lucratoare

Cod: BRT9783030000028

An aparitie: 2019

Autor: Friedman

Categoria: Economics

Editie: cartonata

Editura: Springer Nature/Palgrave Macmi

Format: 242 x 156 x 14 mm

Limba: English

Nr. pagini: 127



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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 a firm'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 takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm's goals and solidifies its future success.

Cartea Financial Advisor M&A Guidebook face parte din categoria Economics a librariei online Libris.ro si este scrisa de Friedman.
Livrarea se face din stocul furnizorului nostru din UK in aproximativ 15 zile lucratoare. Transportul este gratuit prin curier rapid, oriunde in Romania, pentru orice comanda de minimum 50 de lei. Pentru orice solicitare sau informatie suplimentara apelati call center-ul Libris de luni pana vineri intre orele 8-20.


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