In the current environment, this could be the right move for b/d executives seeking to restore growth, strengthen advisor productivity, and deal more efficiently with regulatory and operating responsibilities, says Jim Nagengast of Securities...
Signature Wealth’s Managing Partner Chip Munn describes the firm’s strategy of buying books of business and then handing them off to younger advisors who can service the clients.
Liz Nesvold of Silver Lane Advisors discusses what it means to build your business with the end in mind—and why it’s one of the most critical directives an RIA firm owner should follow.