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100   $a20181219d2018      u|         0
101 0 $aeng
135   $aurcnu||||||||
181   $ctxt$2rdacontent
182   $cc$2rdamedia
183   $acr$2rdacarrier
200 14$aThe Financial Advisor M&A Guidebook $eBest Practices, Tools, and Resources for Technology Integration and Beyond /$fby Greg Friedman, Shaun Kapusinski
205   $a1st ed. 2018.
210  1$aCham :$cSpringer International Publishing :$cImprint: Palgrave Macmillan,$d2018.
215   $a1 online resource (127 pages)
311 08$a9783030000028 
311 08$a3030000028 
327   $a1. 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.
330   $aWith 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 fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize afirm's most valuable asset - its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm's goals and solidifies its future success. .
606   $aFinance
606   $aFinancial services industry
606   $aBusiness enterprises$xFinance
606   $aTechnological innovations
606   $aFinancial Economics
606   $aFinancial Services
606   $aCorporate Finance
606   $aInnovation and Technology Management
615  0$aFinance.
615  0$aFinancial services industry.
615  0$aBusiness enterprises$xFinance.
615  0$aTechnological innovations.
615 14$aFinancial Economics.
615 24$aFinancial Services.
615 24$aCorporate Finance.
615 24$aInnovation and Technology Management.
676   $a658.16
676   $a658.162
700   $aFriedman$b Greg$4aut$4http://id.loc.gov/vocabulary/relators/aut$0732139
702   $aKapusinski$b Shaun$4aut$4http://id.loc.gov/vocabulary/relators/aut
906   $aBOOK
912   $a9910303449903321
996   $aThe Financial Advisor M&A Guidebook$92532972
997   $aUNINA