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

• Main Authors: Friedman, Greg (Author, http://id.loc.gov/vocabulary/relators/aut), Kapusinski, Shaun (http://id.loc.gov/vocabulary/relators/aut)
• Corporate Author: SpringerLink (Online service)
• Format: Electronic eBook
• Language: English
• Published: Cham : Springer International Publishing : Imprint: Palgrave Macmillan, 2018.
• Edition: 1st ed. 2018.
• Subjects: Finance.; Bank marketing.; Corporations-Finance.; Management.; Industrial management.; Popular Science in Finance.; Financial Services.; Corporate Finance.; Innovation/Technology Management.

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...

Table of Contents:

• 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.