By Wendy Leung, InvestmentNews.com – Many advisors believe their options narrow with time. Wendy Leung explains why today’s wealth management landscape offers more flexibility and opportunity than ever before.
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 Wendy Leung, InvestmentNews.com – While it may seem “safer” to stay put, there are risks in doing so that many advisors are unaware of.
By Wendy Leung, AdvisorHub – In today’s heightened regulatory environment, risk reduction is often a firm’s top priority—making advisors more vulnerable than ever before.
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 line. And the path to independence used to be simple—for most breakaway advisors, it was a straight line from an employer to an independent broker dealer (“IBD”).
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 is critical.
By Wendy Leung, WealthManagement.com – In a vastly expanded industry landscape with more high-quality options than ever before, some advisors settle for “good enough” when the potential for “great” is often within reach. What’s holding them back?
By Wendy Leung, ThinkAdvisor – As the interest in attaining freedom, flexibility and control continues to surge among advisors, new independent models are being born at a rapid pace to accommodate them, providing more choice than ever before.
By Wendy Leung – When considering a move, it’s natural for advisors to wonder whether clients will follow them to the new firm. Yet the desire to share the news can completely derail a transition to another firm. Here’s what top attorneys recommend when it comes to communicating with clients before, during and after a move.
