國立虎尾科技大學 |

The financial advisor M&A guidebook = best practices, tools, and resources for technology integration and beyond /

Record Type:	Language materials, printed : Monograph/item
Title/Author:	The financial advisor M&A guidebook/ by Greg Friedman, Shaun Kapusinski.
Reminder of title:	best practices, tools, and resources for technology integration and beyond /
Author:	Friedman, Greg.
other author:	Kapusinski, Shaun.
Published:	Cham :Springer International Publishing : : 2018.,
Description:	xxv, 127 p. :ill., digital ; : 24 cm.;
Contained By:	Springer eBooks
Subject:	Consolidation and merger of corporations. -
Online resource:	https://doi.org/10.1007/978-3-030-00003-5
ISBN:	9783030000035

The financial advisor M&A guidebook = best practices, tools, and resources for technology integration and beyond /
Friedman, Greg.

The financial advisor M&A guidebookbest practices, tools, and resources for technology integration and beyond /[electronic resource] :by Greg Friedman, Shaun Kapusinski. - Cham :Springer International Publishing :2018. - xxv, 127 p. :ill., digital ;24 cm.

1. The M&A Landscape and Technology's Role -- 2. Aligning Your Technology Strategy -- 3. Setting Your Integration Timeline -- 4. Inventory and Assessment- How Your Technology Stacks Up -- 5. Getting Started with Implementation -- 6. Rollout and Adoption -- 7. Next Steps and Growing Forward Together.

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.

ISBN: 9783030000035

Standard No.: 10.1007/978-3-030-00003-5doiSubjects--Topical Terms:

558631
Consolidation and merger of corporations.

LC Class. No.: HG4028.M4

Dewey Class. No.: 658.162

The financial advisor M&A guidebook = best practices, tools, and resources for technology integration and beyond /
LDR:02775nam a2200325 a 4500 001 930503
003 DE-He213
005 20190509154310.0
006 m d
007 cr nn 008maaau
008 190627s2018 gw s 0 eng d
020 $a 9783030000035 $q (electronic bk.)
020 $a 9783030000028 $q (paper)
024 7 $a 10.1007/978-3-030-00003-5 $2 doi
035 $a 978-3-030-00003-5
040 $a GP $c GP
041 0 $a eng
050 4 $a HG4028.M4
072 7 $a KCY $2 bicssc
072 7 $a BUS027000 $2 bisacsh
072 7 $a KCY $2 thema
082 0 4 $a 658.162 $2 23
090 $a HG4028.M4 $b F911 2018
100 1 $a Friedman, Greg. $3 1211689
245 1 4 $a The financial advisor M&A guidebook $h [electronic resource] : $b best practices, tools, and resources for technology integration and beyond / $c by Greg Friedman, Shaun Kapusinski.
260 $a Cham : $b Springer International Publishing : $b Imprint: Palgrave Macmillan, $c 2018.
300 $a xxv, 127 p. : $b ill., digital ; $c 24 cm.
505 0 $a 1. The M&A Landscape and Technology's Role -- 2. Aligning Your Technology Strategy -- 3. Setting Your Integration Timeline -- 4. Inventory and Assessment- How Your Technology Stacks Up -- 5. Getting Started with Implementation -- 6. Rollout and Adoption -- 7. Next Steps and Growing Forward Together.
520 $a 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.
650 0 $a Consolidation and merger of corporations. $3 558631
650 0 $a Business enterprises $x Finance. $3 561579
650 1 4 $a Popular Science in Finance. $3 1200973
650 2 4 $a Financial Services. $3 1108918
650 2 4 $a Corporate Finance. $3 1069043
650 2 4 $a Innovation/Technology Management. $3 786196
700 1 $a Kapusinski, Shaun. $3 1211690
710 2 $a SpringerLink (Online service) $3 593884
773 0 $t Springer eBooks
856 4 0 $u https://doi.org/10.1007/978-3-030-00003-5
950 $a Economics and Finance (Springer-41170)