For wealth managers, the approach to engagement and eventual relationships is completely different between the Gen-X/Y wealth holder and his/her wealthy parents.
Today, the independent landscape is dynamic, varied and oftentimes confusing. For every advisor considering independence, there is a right fit along a spectrum of supported autonomy.
Detroit: Toward the end of dinner a CEO of Broker-Dealer XYZ looked at me and said, “I’m convinced that there is one trait missing from every financial advisor who doesn’t reach their potential in this wonderful business that...
Many advisors look to grow by buying a practice. But securing financing can be tough for the average advisor. For lenders, the decision is often subjective, said Steve Smits, general manager of Live Oak Bank, during the Financial Services...
When thinking strategically about your career, no matter what stage you’re at, keep in mind the end goal should be to realize the value of your life’s work. Essentially, your retirement options fall into two categories...
