Moving to another firm can be like entering a war zone—the biggest threat being client casualties. The most successful firms are those that help advisors hang on to clients through the transition.
Clueless advisors on social media can lead to embarrassment, fewer clients and even regulatory fines. Be careful out there.
Buying a book of business from a retiring advisor can be a good strategy, but read the fine print, and consider these points.
When it comes to attracting women to our ranks, the industry still has a long way to go
