Dan Katz, managing partner of Revolve Wealth Partners, talks about his role as the next gen of a business started by his father, the thought process around opting to build an RIA firm from scratch, their 2x growth since going independent, and how...
The onboarding of an employee should start weeks before the new hire arrives in the office, not the morning of their hire date.
Either type can use annuities, but regulatory conduct expectations differ between the two. Or do they? Should they? And where can financial professionals get unconflicted guidance on these questions? Lastly, what on earth might Bill Murray have to...
The performance of publicly traded consolidators has been lackluster, despite favorable conditions in which those business models should thrive, writes Mercer Capital's president.
It’s not always about money.
Using an experienced provider who has the majority of what is needed to run an efficient back-office, and knows where to get the rest, can be a game-changer.
What’s the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help them break through to the next level and accelerate growth—and more.
