Since leaving my law practice to join Gresham Partners, like many advisors, I am often asked for referrals to estate planning attorneys and for assistance in evaluating them. This is a fairly complicated request and there are many variables to...
Elite advisors have invested the time, energy and resources to develop relationships with their COIs in a manner that is much different from that of the general population of financial advisors.
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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