By Allie Brunwasser, FA-Mag.com - As advisors evaluate firms, ownership structure is becoming a more important part of the conversation....
READAnalysis of wealth management firm policies, compensation changes, leadership decisions, and strategic initiatives, with a focus on what they mean for financial advisors and their businesses.
By Allie Brunwasser, FA-Mag.com - As advisors evaluate firms, ownership structure is becoming a more important part of the conversation....
READBy Allison Brunwasser – The idea of joining a firm and being able to choose how you affiliate with them at each phase of your career is gaining popularity. With one firm and one platform, advisors can transfer from an employee model to an independent model all under the same roof—with little disruption to their clients and their team.
By Mindy Diamond – Over the years, there have been many signs and signals sent from firms that advisors may have dismissed or ignored. As such, they also missed a chance to discern the real meaning or intent—and their opportunity to take a more strategic and proactive stance.