Have any questions? 800-685-2384 or info@advisorbox.com

Takeaways from 2016 M&A Data

  • On March 27, 2017
Succession Resource Group reported findings from deals done in 2016. Here are interesting takeaways: 2.60 was the average recurring revenue multiple in 2016 matching the average in 2015. Larger down payments kept recurring revenue multiples from increasing in 2016. The average down payment increased 5.5% YOY to 57% vs. 54% in 2015. RIAs averaged higher […]
Read More

Soft Landings for Breakaways

  • On March 27, 2017
Brake before you break. Wirehouse, national and regional broker dealer advisors on the employee platform considering independence have more options than ever. If you are considering breaking away from your W-2 model and become independent, it is worth the time to explore industry evolving available options making “breaking away” easier and more profitable. Regardless of your […]
Read More

Breaking Down Soft Landings

  • On March 27, 2017
Soft landings help Breakaways have their cake and eat it too. Be an independent owner but plug-in to another independent owners support structure. You own your practice and are directly affiliated with the independent broker dealer, you can decide to set up your own office and staff at any time. In many cases you’ll still […]
Read More

Two Year Business Reprieve from April Fools Day

  • On March 27, 2017
Pranksters and jokesters (you know who you are) are going to have to focus their wit and antics on their family and friends instead of co-workers at the office this year and next.  April Fools Day falls on a Saturday in 2017 and a Sunday on 2018. Born in France, April Fools Day is celebrated […]
Read More

AdvisorboxMedia Twitter Feed: Consolidated Industry Tweets

  • On March 27, 2017
If you’re an active twitter user check out our Advisorbox Media twitter feed. Our feed consolidates nearly 100 twitter feeds from financial services media outlets and Financial Advisor service and consulting firms. Media retweets include InvestmentNews, OnWallStreet, MarketWatch, Reuters, Financial Times, Barron’s, CNBC, RIABiz, FA Magazine, Bloomberg, Forbes and more. We also re-tweet industry feeds […]
Read More

10 Ideas To Attract Growth-Minded Tuck-Ins

  • On March 20, 2017
We get a lot of requests from RIAs and indie broker dealer principals seeking to hire tuck-in advisors to help grow and diversify their firms. The tuck-in advisors we speak with who are looking at their career options have expressed different reasons for what they are looking for in a new firm. While the list […]
Read More

SBA Loan Property Liens – 5 Things To Know

  • On March 20, 2017
The SBA 7(a) has clearly defined loan property lien requirements. For loans over $350,000 the SBA requires that a lien be placed on available equity of the borrower’s personal real estate including residential and investment property. The SBA does not require lenders to collateralize a loan with personal property if the borrower has less than […]
Read More

Week In DOL

  • On March 20, 2017
The comment period ended last Friday. DOL received 565 public comments on DOL’s proposed delay. Filing comments in favor of the delay include NAIFA, SIFMA, U.S. Chamber of Commerce, and the Financial Services Roundtable. 40 House Democrats not happy with the rule’s 60-day extension submitted a harsh letter last week against the delay for the […]
Read More

Birthday Paradox

  • On March 20, 2017
The birthday paradox is strange, counter-intuitive, and completely true. In a room of just 23 people there’s a 50-50 chance of two people having the same birthday. In a room of 75 there’s a 99.9% chance of two people matching birthdays. With a gathering of 20 or 30 people, ask everyone for their birth date. […]
Read More

Advisorbox Directory Tops 200

  • On March 20, 2017
Advisorbox maintains a free Directory of industry vendors. Our Directory now has over 200 contact profiles of companies and consultants providing product and service solutions to Financial Advisors. Bookmark the Advisorbox Directory for future reference. Directory categories: Advisory Firm, Asset Custodian, Asset Manager, Associations, Attorney, Client Gifts, Compliance and Regulatory, Consolidator, Consulting Firm, ETF Manager, Insurance, […]
Read More