By Wendy Leung - The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the...
READInsights on evaluating career options, conducting due diligence, and navigating the advisor transition process. Explore the strategic, financial, and practical considerations that inform a successful move.
By Wendy Leung - The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the...
READBy Wendy Leung – The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the financial benefits of ownership.
By Mindy Diamond, WealthManagement.com – Even successful financial advisor partnerships can reach a crossroads when partners begin to want different things. Mindy Diamond explores how to navigate diverging ambitions without losing sight of what made the partnership successful.
By Allie Brunwasser – Three Edward Jones advisors explored what was next and chose three very different paths. Their experiences show why the right firm and business model depend on what an advisor wants to accomplish.
By Jason Diamond, WealthManagement.com – Should every financial advisor go independent? Despite the growth and appeal of independence, the right model depends on your clients, goals, economics, time horizon, and the business life you want to build.
By Jason Diamond, WealthManagement.com – As wealth management businesses grow, greater scale can bring greater complexity. Learn how financial advisors can identify the “complexity tax” and build a more focused, efficient, and scalable business.
By Jason Diamond, WealthManagement.com – The question isn’t whether AI can replace a recruiter. It’s whether information alone is enough to make one of the most important business decisions of your career.
By Jason Diamond, WealthManagement.com – More options don’t always lead to better decisions. Learn a five-step framework to overcome decision paralysis and evaluate opportunities with greater confidence.
By Jason Diamond, WealthManagement.com – Three pieces of real-world hindsight from advisors “who’ve been there and done that.”
By Mindy Diamond – When it comes to freedom and control, there are key differences amongst the independent broker dealer (IBD) and registered investment advisor (RIA) spaces that every advisor should be aware of.
By Allie Brunwasser, FA-Mag.com – As advisors evaluate firms, ownership structure is becoming a more important part of the conversation. Allison Brunwasser explores how privately held, publicly traded, and private equity-backed firms can impact culture, growth, and long-term enterprise value.