According to the new Capgemini World Wealth Report, advisors and families offices are eyeing the same pool of ultra-wealthy clients. By working together, they could both benefit.
WEG CEO Jeff Dekko shares his company’s approach to staffing models, strategic decision-making and the significance of organic growth in the financial advisory industry.
Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their growth from $120 million in assets to $7.5 billion.
Too many RIAs fail to clear a path for junior advisors to take over, threatening the future viability of the business. A panel of practice management consultants at Wealth Management EDGE discussed why that’s a mistake and what advisors can do to...
