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The Financial Advisor M&A Guidebook = Best Practices, Tools, and Resources for Technology Integration and Beyond /

紀錄類型:	書目-語言資料,印刷品 : Monograph/item
正題名/作者:	The Financial Advisor M&A Guidebook / by Greg Friedman, Shaun Kapusinski.
其他題名:	Best Practices, Tools, and Resources for Technology Integration and Beyond /
作者:	Friedman, Greg.
其他作者:	Kapusinski, Shaun.
面頁冊數:	XXV, 127 p. 12 illus., 8 illus. in color.online resource. :
Contained By:	Springer Nature eBook
標題:	Finance. -
電子資源:	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 Guidebook Best Practices, Tools, and Resources for Technology Integration and Beyond /[electronic resource] :by Greg Friedman, Shaun Kapusinski. - 1st ed. 2018. - XXV, 127 p. 12 illus., 8 illus. in color.online resource.

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:

559073
Finance.

LC Class. No.: HG1-9999

Dewey Class. No.: 332

The Financial Advisor M&A Guidebook = Best Practices, Tools, and Resources for Technology Integration and Beyond /
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