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 Jason Diamond, WealthManagement.com – 6 common misconceptions in the wealth management industry that have new meaning for financial advisors in the coming year.
By Jason Diamond, WealthManagement.com – Artificial intelligence can analyze firms and deals. It can’t replace the insight and advocacy that help advisors make the right move.
By Louis Diamond, FA-Mag.com – Big firms are using TROs to slow or even “scare” departing teams. Yet advisors who follow the right legal steps can neutralize that risk and move with confidence.
By Mindy Diamond, WealthManagement.com – How clarity, legacy, and clients – not just simplicity – should guide your final career choices.
By Jason Diamond, WealthManagement.com – Many advisors are challenged to weigh the comfort of familiarity against the allure of freedom and potential.
By Joshua Tomolak, FAMag.com – A strategic approach to balancing your fiduciary responsibilities with the demands of running your practice—while keeping a pulse check on opportunities for the future.
By Jason Diamond, WealthManagement.com – Even advisors under IBD and RIA models often find themselves looking for a better fit for their businesses. Here are 4 options.
By Wendy Leung, FAMag.com – 5 criteria for advisors to consider when weighing the risk vs. the reward in a move.
By Wendy Leung – Major players are acquiring independent broker dealers with increased frequency, leaving advisors caught up in these sales to wonder what the impact will be on their business. Here are four actions to take to find out.
By Jason Diamond, WealthManagement.com – What’s the reality when it comes to recruiting and transitions? An annual perspective for advisors.