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After years of dedication to the growth of your business, you may be contemplating retirement. Whether you still have a few years to plan or you want to sell your business soon, LPL has a network of active buyers who can become your succession plan. Let us show you how we can help you maximize your value and sell with peace of mind. LPL provides a marketplace for financial advisors who want to maximize the value of their business without having to sacrifice culture or fit. We have a dedicated team who will assist you in the following areas:. LPL has more than 1, interested, qualified buyers from across the United States in its database, representing about 10 percent of our advisors and demonstrating significant acquisition interest and readiness.

SkyView launches digital matchmaking platform for adviser M&A

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Truelytics’ Advisor Transition Management Platform helps wealth management enterprises attract, retain, and support advisory businesses. experience and big data that empower Financial Advisors and Wealth Management Executives. and connected applications covering recruiting, continuity, and matchmaking, the.

SkyView Partners, a correspondent lender focused on the independent financial adviser market , has a new digital platform it hopes can become the Zillow for buying and selling wealth management practices. Wetzel said. The hope is that by using the platform, advisers will turn to SkyView to finance the transaction, but Mr. Wetzel said there is no obligation to do so. Echelon Partners CEO Daniel Sievert said what separates APBOE is that it is designed to avoid annual fees, unresponsive do-it-yourself sellers, unfiltered buyer inquisitions and lack of access to financing for larger deals.

Very ]. Seivert said in an email. His goal is less about taking market share from other platforms and more about increasing the number of advisers selling their practices before retirement. Fueled by mergers and acquisitions and a bull market, the size of RIAs as measured by assets under management has exploded.

Advisor Transitions

Adam Green. After befriending a homeless man outside a London tube station over a period of months, Alex Stephany, a lawyer-turned-tech entrepreneur, realised how temporary a solution socks and sandwiches are to those with little prospect of finding stable, paid work. The costs of retraining can be prohibitive for those living on the streets and in homeless shelters — not just the direct fees but also travel and childcare. Eighty per cent of its users — typically long-term unemployed living in homeless shelters — have started work in their target job, from electricians to accountants.

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All Rights Reserved – Fill out our online form , Email Us , or Call for scheduling. FIN Compliance Overview. RIA compliance and task management tools integrated onto one-login system. Systems can be used with other technology or financial network vendors. Desktop tools for principals, CCOs, staff, and consultants. Also featuring a Advisor Directory to connect with firms for continuity, succession planning, partnerships, and deal flow.

Sign up to learn more about our upcoming launch. The checklists and abundance of info greatly helps our firm go above and beyond in completing our compliance tasks. He’s done a great job fixing and maintaining our compliance issues.

Valentine’s matchmaking: Finding your one true banker

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is why it is launching a new matchmaking marketplace, dubbed RIA Connect, Financial Planning at National LINC, an annual conference held for advisors.

If you want to find a financial advisor who can provide guidance for your personal finance decisions, our matching tool simplifies the process. First, we’ll ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences. Next, our matching algorithm will match you with up to three qualified advisors in your area so you can decide which one best fits your needs.

Our matching algorithm then finds up to three advisors who fit your needs. Anyone with whom you are matched has already been carefully vetted. Before allowing investment advisor representatives onto our platform, we verify that they are investment advisors and are properly registered with either the U. We also confirm that they do in fact possess the licenses they say they do. They cannot have any relevant pending or valid regulatory disclosures from within the last 10 years.

TD Ameritrade to launch next-gen matchmaking, M&A platform

Prefer to chat? You can reach us at We own the largest proprietary network of over , quality Candidates. Selective Search has accounted for over 1, marriages and counting , babies, and 3, happy committed couples. Many successful individuals find that they have everything they could wish for in life, except for what matters most: the love of an extraordinary partner.

Jan – Present5 years 8 months. Matchmaker and Date Advisor Individual Consultation, Workshops and Speaking Engagements. John Hancock Financial.

When scoping out the banking scene, consider who else may have dibs on your ideal partner. Some banks answer to shareholders and to Wall Street analysts. Look for a bank that focuses on one thing: serving you, the customer. Many banks will tell you what you want to hear, so do a little digging into their backgrounds to see if they really walk the walk. Depending on the bank, representatives may even be empowered to make timely decisions, an attractive quality in any financial partner.

Finally, local and regional banks tends to be more invested in their communities. After all, these banks can only do well if their clients are thriving. Consider how a bank is giving back, and you might find that a potential banker is even connected to the issues that matter most to you. Finding the right banker takes time. Beyond selecting someone with the education and expertise to help you achieve your financial goals, you can be in a financially awesome relationship by finding a partner who looks out for your best interests, is available when you need them, and shoulders responsibility in making potentially life-changing decisions.

No matter where you are in your financial journey, we’re here to help. Get practical advice for navigating your everyday life, planning for the future and prioritizing your goals. Everyday Banking. Just for Fun.

This matchmaking site will hook you up…with a financial planner

That’s why Andres Garcia-Amaya launched Zoe Financial , an online matchmaking engine that hooks up investors with registered investment advisors. Garcia-Amaya is betting that consumers want to find their other significant other — namely. For advisors, the software for customer relationship management CRM , managing investment portfolios and dealing with the back office, has enabled them to serve far more clients and by extension spend much more time with them.

And how is technology changing the client experience with advisors? In a word, profoundly. From how investors find advisors, to how they interact with them, to how they exchange information and content and draft financial plans, the relationship between clients and advisors is evolving rapidly.

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The matchmaking business is doing well but, for the sake of the industry, those numbers need to continue to grow, according to Scott Wetzel, a managing partner at SkyView. This might create a problem down the road. Waiting too long to begin transferring equity to new owners internally might not allow them to accumulate enough personal wealth to help them purchase the firm entirely down the road, Wetzel said.

But in the meantime, there are ways advisors can woo the short list of banks willing to give them traditional loans. Before SkyView makes an introduction to a lender, Wetzel reminds advisors that most lenders are regional or community banks, far smaller than the likes of JPMorgan Chase or Wells Fargo. They tend to have closer relationships with customers and advisors can use that to their advantage.

To get a traditional loan, they simply need to engage in some traditional practices. But there are other ways to put some of that anxiety to rest. The easiest way to help a bank get to know a business is for them to become a customer, which is something advisory firms should consider, Wetzel said. Ideally, that would mean making a would-be lender the primary bank for an RIA itself. Some advisors might not even consider such a change. There are other ways advisors can begin building relationships with a bank, such as turning to it for a mortgage or other loan.

Results in Red Bank

Our professional matchmakers are genuinely interested in understanding you and finding out what kind of person you are looking for. Our process works, and we have proved it over and over again. With more than 29 years, 2 million dates and thousands of dating success stories to show for it, we can honestly say we have the experience required to improve your chances for dating success. No, this is not online dating.

A growing number of financial advisor review sites are cropping up to it’s so important – and concerning – that matchmaker services cannot.

You deserve an advisor you can trust. Let us connect you with an independent, fiduciary financial advisor. This means you only work with the best of the best. Real financial planning should pay off today. Not in 10 years time. Skip to content. Find Your Financial Advisor You deserve an advisor you can trust.

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