Connectus, Focus' shared services RIA, will provide several business development functions, including marketing, digital onboarding, family office and back-office services.
The financial industry has a clear call to action to raise the bar on diversity and inclusion.
The new service, out of its pilot stage, is now available to all LPL advisors and promises to shorten the time it takes them to complete acquisitions from six to nine months to 60 to 90 days.
Dave Yeske, co-founder of Yeske Buie, details the way he has blended together academic financial planning research with the practice of financial planning.
A COO's role differs with each firm. That makes evaluating their performance all the more complex.
Transition options should be viewed as a spectrum, not a black and white choice.
Advisors who accepted Merrill Lynch’s succession agreement are now realizing how stuck they really are—serving as a cautionary tale for others nearing retirement.
A conversation with Lisa Salvi, Vice President, Business Consulting & Education, Schwab Advisor Services.
Simply Paraplanner's Alex Hopkin details what paraplanners do to make an advisory firm more efficient and effective.
Rather than just signing on the dotted line of their firm’s succession plan, next-gen inheritors (and their senior partners) are exploring their options in a more evolved industry landscape.
