by Matt Sonnen | Feb 2, 2018 | COO Best Practices, Operations and Technology
With the accelerating pace of technological change, how can you be sure you are making the right technology choices? What should your tech stack look like? One of the biggest changes in the financial advisory business over the past 10 years or so has been the rise of...
by Matt Sonnen | Jan 2, 2018 | COO Best Practices
We wrote this article for InvestmentNews to highlight the research we conducted for our Alternative Investments White Paper last October, where we highlighted the alternative investment resources provided by Artivest, iCapital Network, PPB Capital Partners, and...
by Matt Sonnen | Oct 9, 2017 | COO Best Practices, M&A
As operational and technology consultants, we are contacted at least three times per month from larger RIAs saying, “A friend of mine just bought a $100 million practice – I want to do that too!” This is a common response from aspiring buyers as the industry is...
by Matt Sonnen | Nov 28, 2016 | M&A
As conference season winds down in the wealth management industry, everyone seems to be discussing the “mega trends” that are leading to consolidation in the RIA space. From aging advisors, to low-cost online competition, to more strict regulatory requirements...
by Matt Sonnen | Jul 8, 2016 | Entrepreneurship
We often hear from industry experts that the end game for entrepreneurs is to build their firms so they can monetize and sell them down the road as quickly as possible. Perhaps these “experts” are missing the point? Consider this excellent article by Ted...
