In the RIA space, it always seems like it’s “a seller’s market.” And while the market for financial advisors may be hot, how do you really know if now is the best time to sell? A new report suggests advisors should...
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As head of acquisitions for United Capital, I’ve worked on dozens of transactions involving wealth management businesses over the last decade. Selling firms are often led by incredibly capable entrepreneurs, but I’ve observed a...
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About two years ago, after his assistant left his Marlton, N.J.-based advisory firm, Family Wealth Management, Martin Higgins found her duties mostly fell into three buckets: scheduling appointments, marketing compliance processes and answering t...