Are You Selling Yourself Short by Selling Equity?
By Mindy Diamond, WealthManagement.com – So you’re considering independence and the potential of taking on a capital partner. Is that the right move—or is there
By Mindy Diamond, WealthManagement.com – So you’re considering independence and the potential of taking on a capital partner. Is that the right move—or is there
By Mindy Diamond, Forbes.com – Many advisors feel that changing firms or models is just too risky. But what they may not realize is that
By Jason Diamond, WealthManagement.com – Advisors considering change want something more than what they have at their current firm. The good news is that there’s
By Barbra Herman, InvestmentNews – Financial advisors may spend months, even years, performing the due diligence that leads them to their next best opportunity. Yet
By Joshua Tomolak, InvestmentNews – For entrepreneurial advisors questioning the best next step for their business, the independent space offers several options—yet there are four
By Wendy Leung – FinancialPlanning.com – Many advisors cite “improving client service” as the catalyst for a move—but knowing what the real impact will be
By Jason Diamond, WealthMangement.com – There was a time when many advisors would never have considered a move. Why would they? In the short term,
By Mindy Diamond – Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not
By Mindy Diamond and Jason Diamond, AdvisorHub – While there is never a “perfect time” for a financial advisor to make a move, there are
By Wendy Leung, WealthManagement.com – Many advisors dream of going independent for the freedom and flexibility to control their business, client service model, and bottom