BCG Blog - Advisors

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Love is in the Air? What to Think About Mergers After the 2021 Merger Rush

While RIA acquisitions may be slowing in 2022 after the unusual heat of 2021, the proliferation of them may have some advisor groups wondering if merging may be worth thinking about. When considering any major business move you should always consult with your advisors. While you await their calls, here are a few things to think about when thinking about mergers.

Alternatives to Alternative Investments?

Alternative investments seemed like a hot take on surviving market volatility during the pandemic. With low barriers to entry and high liquidity, cryptocurrency may have seemed like a smart choice. What now for clients who may be seeking alternative investments in a post-crypto world? It may be as simple as reviewing the basics, like life insurance.

Entrepreneur Lessons: Scale Deep and Ask Around.

Worldwide, the increase in startup companies in 2020 increased 26.9% over the last decade. Whether you are one of those companies starting fresh in 2022, or you work with many of them, there are a few clear key points in what can help make an entrepreneur successful. The clearest of them involves scaling deep versus scaling up and owning your knowledge gaps. Here’s more of what we mean.

Changes to the Exemption from Prohibited Transaction Practice: Proposed Rule Change Underway

The Department of Labor has announced a major change to its process of assessing requests for exemptions from prohibited transactions. This change could impact fiduciaries, those who serve plans, and others who may need to monitor the potential for prohibited transactions.

Erase Your Tech Debt? The Biggest Tech Mistake of All

When employees returned to the office from the months or years locked in WFH, they discovered sad coffee cups, lonely plants and their undying hatred of the office printer. With employees working from home, they may have lost the tolerance they had for the minor tech issues that your office worked on or around. Now may be the best time to assess your technical debt.

Your Pipeline is Ready for Primetime: Using Videos as Part of Your Prospecting Plans

The revolution may not be televised, but adding videos to your prospecting plans may feel like a total transformation. If you are looking for new ways to boost your prospecting efforts, you may want to consider adding videos. Here are a few things to keep in mind.

Mailing Melee? What to Know About The 2022 Postal Law Changes

New legislation about the US Postal Service may seem like a huge benefit to investors and fiduciaries. But a deeper dive into the recent changes, as well as the USPS’s requests leading up to them, may in fact result in longer mail times, not shorter ones. Here’s what to know.

Factor Rotation and Diversification: What Your Clients May Be Asking

Hearing about factor rotation a lot lately? So are your clients. Here’s what they might really be asking you about.

Emotional Investing and Commodities

Commodities had their best year in more than a decade, but a client’s interest in them may be based on more than rate of return. Here’s what clients may need to hear about emotional investing and commodities.
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