Buying A Financial Advisor's Book | EXTENDED • 2025 |
Review regulatory filings and past litigation to avoid inheriting legal liabilities AssetMark .
What is your for the purchase (e.g., scaling up, entering a new niche, or preparing for your own eventual succession)? buying a financial advisor's book
Look for a historical retention rate of 90% or higher Unbroker. Review regulatory filings and past litigation to avoid
Options include a Lump Sum for a clean break or an Earn-Out , where payments are tied to the actual revenue retained over time LPL Financial . entering a new niche
The most common baseline. RIAs often sell for 1.6 to 4.4 times trailing 12-month recurring revenue Succession Resource Group .
Caution white G1 owners: Cupcake kills DarkKeys, so the physical keyboard is once again almost impossible to see in moderate lighting conditions. 🙁
How can I receive the cupcake update sooner? I haven't gotten it still and have had the phone since the day after after its release. And I've been waiting on it since like decemberrrr.
Thanks
-derek
Hi Derek,
I wouldn't recommend you download the devphone firmware since it warns that it may miss some features for "proper" localised phones. The page I used is here: http://www.htc.com/www/support/android/adp.html , but I repeat, you should probably not do this. I think the upgrade is starting to be distributed by most operators about now.
CT.