Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19.
Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19.
The devastation following the COVID-19 crisis will lead to a lull in RIA mergers and acquisitions, followed by a surge until a return to normal, writes David DeVoe.
LaSalle St. Securities rolls out a new loan program for advisors to eliminate the need for private equity or loan matching services.
With so much uncertainty and negativity pervading our lives, it’s helpful to imagine a future where we witness positive effects of the crisis on the RIA industry.
Geometric Wealth Advisors founder Andrew Leonard discusses how he set up his practice to specialize on serving the partners of the big three strategy consulting firms, Bain, McKinsey, and BCG.
Minoti Rajput of Secure Planning Strategies details what it really means to work with special needs families.
The second in a two-part series looking at how financial advisors can improve their business during the current coronavirus crisis.
Financial advisors always advise their clients to prepare for what’s ahead; they should take their own advice and look out for the future of their firms.
The typical financial advisor is at least 20% off their game during this dangerous crisis. That provides plenty of opportunity.
