A merger opportunity often looks great on paper. Each side has its unique strengths which, when combined, could produce a competitive asset management powerhouse. But balance sheets, track records, compensation comparisons and valuations only tell part of the story. A transaction that looks awesome to those in the C-suite could be disastrous if it results in the loss of your most important assets – your key personnel. Here are a few “red flags” you may need to think about, as published in Advisorpedia.
Greek and Roman gods evoked fear, awe and envy. Their names now control trillions of dollars of your money.
An article in Pensions & Investments explains why so many crypto companies turn to mythology for their brand names. In it, Dan Sondhelm, founder and CEO of Sondhelm Partners, shares some insights. Read on to find out more.



