Plan consultants are the critical link in the advisor-plan relationship so it makes sense to focus on hiring, training and retaining the right staff for that role. Several successful consulting firms shared insights on how they do it...
Over the last two years in particular, we have witnessed a series of events that have been highly disruptive to a number of retail broker/dealers. From private equity takeovers and bankruptcies, to multimillion-dollar compliance fines and class...
Is your inbox full of invitations to industry conferences? Mine is and my solution to conference invite overload is to start with a wish list of what I want to gain by attending a specific conference. This systematic approach has helped me achieve...
In addition to the private equity investing aggressively in our space, banks have joined the party by offering credit to fund acquisitions. One particular roll-up has secured a $1 billion line of credit to support its market consolidation strategy...
What makes you different? It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiatiors. We also show you a nifty website to figure out...
Hear how an NPC advisor leveraged the Succession Link platform to list his practice anonymously, find qualified buyers, and ultimately close the transaction in less than 6 months.
It's a seller's market. | Copyright Scott Olson, Getty Images
Thanks to rising home prices, the wealth of U.S. households rose 1 percent in the first quarter of 2016, to $88.1 trillion, according to the Federal Reserve. The hike comes even as ...
News flash ... the advisor population is aging. Anyone in this industry knows this. Industry advocates have consistently called for better succession planning, that which promotes the long-term sustainability of RIA firms. This call must be...