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As an experienced investment advisor, you feel you’re ready to buy or sell an investment practice. The ultimate decision to buy or sell a particular practice, however, may be negatively influenced by many factors including the emotions of the advisor. As a consequence, even an experienced advisor who may be knowledgeable about the marketplace could … Continue reading “How To Buy Or Sell An Investment Practice”
The challenges facing a financial services company in the marketplace today sometimes seem unending. Increased competition and regulatory burdens, as well as employee turnover, new client development and existing client retention are all part of the on-going issues of running a successful financial services company in this day and age. The end result is that … Continue reading “Challenges With Buying Or Selling A Financial Services Company”
The decision to buy or sell a financial advisory practice can sometimes be difficult for an advisor. Concerns over transitioning the customer base, in the case of a buyer, and knowing when to exit the practice, in the case of a seller, are just a few of the issues involved. Beyond that, advisors who are … Continue reading “How To Buy Or Sell A Financial Advisory Practice”
A busy schedule may make it seem impossible to search for an asset management business that’s for sale on your own. To simplify the process, you need a reliable source of pre-screened sellers when you search for an asset management business for sale. Accordingly, asset managers should use a centralized source like adviserXchange when buying … Continue reading “Asset Management Business For Sale”
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