by COO Society | Apr 5, 2018 | White Papers
We are excited to present the latest installment in our “Becoming a Professional Buyer” research series. This white paper highlights five industry leaders and the lessons they have learned from their varied experiences in the M&A arena: Aspiriant, Beacon...
by COO Society | Dec 8, 2017 | COO Best Practices
While attending Schwab IMPACT last month, we had the privilege of listening to a presentation by Joe Duran, CEO of United Capital. In his opening remarks, he compared Vanguard in the financial services industry to Netflix in the entertainment industry, or Amazon...
by COO Society | Mar 15, 2017 | COO Best Practices
Too many wirehouse brokers considering going independent are led to believe that once they leave their bank-owned brokerage they will no longer have access to sophisticated lending tools to offer their clients, such as competitively priced margin loans or home loans....
by COO Society | Sep 12, 2016 | White Papers
Our latest industry white paper details the 7 key capabilities that all RIA buyers need to develop before engaging in M&A activity. This report also highlights four industry leaders and the lessons they have learned from their varied experiences: Savant...
by COO Society | Jun 23, 2016 | COO Best Practices
Everyone in the industry is, in our opinion, losing their mind over fee compression caused by Robo Advisors. Advisors feel they need to increase their spending on technology and cut their fee in half to prevent their clients from leaving in droves for a Robo Advisor....
