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Knowledgebase for Advisors
Recent news, updates and advice from our blog for financial advisors and business owners.
The latest from our podcast series for financial advisors
Michael Kitces on Everything Financial Advisors Need to Know About Growth
Much has changed since our last conversation with Michael. In this episode, he shares the story of his transition to Buckingham Strategic Wealth (right when the pandemic shut the world down and the market tanked), and weighs in on the changes this industry experienced in the past year and the impact on advisors and their businesses, sharing key takeaways on growth, strategic vision, scale, acquisitions, marketing and much more. 
Listen…
6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”
While comfortable at UBS a decade ago, Ahmie Baum started to see things differently when his son Brian joined the business. It made the wirehouse veteran reevaluate everything. With $420mm under management, Ahmie felt confident in their growth and gained a new sense of courage to do it all over again. And so he did. He shares his journey to independence 6 months later. Listen…
A Rare Glimpse into the Culture, Cachet and Success of First Republic
First Republic Private Wealth Management grew from $14.5B in AUM to more than $190B in the past decade. In this exclusive interview, PWM President Bob Thornton joins the show to discuss what’s driving their remarkable success and drawing top advisors—including the synergy with the bank, a strong referral mechanism, their unique entrepreneurial and community-oriented culture, and more. Listen…