CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. And when it comes to leveraging social media, while having a presence on sites like LinkedIn and Facebook can be valuable, going deeper by seeking out connections of current clients (e.g.,

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. Is it at 1.5%?

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

NOVEMBER 26, 2022

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130