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The Financial Advisor M&A Guidebook : Best Practices, Tools, and Resources for Technology Integration and Beyond / / by Greg Friedman, Shaun Kapusinski
| The Financial Advisor M&A Guidebook : Best Practices, Tools, and Resources for Technology Integration and Beyond / / by Greg Friedman, Shaun Kapusinski |
| Autore | Friedman Greg |
| Edizione | [1st ed. 2018.] |
| Pubbl/distr/stampa | Cham : , : Springer International Publishing : , : Imprint : Palgrave Macmillan, , 2018 |
| Descrizione fisica | 1 online resource (127 pages) |
| Disciplina |
658.16
658.162 |
| Soggetto topico |
Finance
Financial services industry Business enterprises - Finance Technological innovations Financial Economics Financial Services Corporate Finance Innovation and Technology Management |
| ISBN |
9783030000035
3030000036 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | 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. |
| Record Nr. | UNINA-9910303449903321 |
Friedman Greg
|
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| Cham : , : Springer International Publishing : , : Imprint : Palgrave Macmillan, , 2018 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Integrating Culture in Successful RIA Mergers and Acquisitions : The Guide for Financial Advisors / / by Greg Friedman, Cynthia Greenfield
| Integrating Culture in Successful RIA Mergers and Acquisitions : The Guide for Financial Advisors / / by Greg Friedman, Cynthia Greenfield |
| Autore | Friedman Greg |
| Edizione | [1st ed. 2021.] |
| Pubbl/distr/stampa | Cham : , : Springer International Publishing : , : Imprint : Palgrave Macmillan, , 2021 |
| Descrizione fisica | 1 online resource (147 pages) |
| Disciplina |
658.406
658.16 |
| Soggetto topico |
Financial services industry
Finance Management Financial Services Financial Economics |
| ISBN |
9783030624446
3030624447 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Chapter 1: Understanding and Succeeding at Change Management -- Chapter 2: Self-Assessment and Five Steps to Identifying Your Ideal Work Culture -- Chapter 3: First Impressions - Initial Discovery -- Chapter 4: Coming Face to Face: Expanding the Circle -- Chapter 5: Bringing it Together - Kicking off Cultural Integration -- Chapter 6: Timelines and Blueprints: Nurturing Your Integrated Culture -- Chapter 7: Repeating the Cycle, and Applying Lessons Learned -- Chapter 8: Preserving Culture During Extraordinary Times. |
| Record Nr. | UNINA-9910484450603321 |
|
Friedman Greg
|
||
| Cham : , : Springer International Publishing : , : Imprint : Palgrave Macmillan, , 2021 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||