Business Planning

The global coronavirus pandemic disrupted the financial advisory industry. Here’s what that means in 2021.

One of the greatest drivers of client experience is employee experience.

Connectus, Focus' shared services RIA, will provide several business development functions, including marketing, digital onboarding, family office and back-office services.

The financial industry has a clear call to action to raise the bar on diversity and inclusion.

The new service, out of its pilot stage, is now available to all LPL advisors and promises to shorten the time it takes them to complete acquisitions from six to nine months to 60 to 90 days.

A COO's role differs with each firm. That makes evaluating their performance all the more complex.

Transition options should be viewed as a spectrum, not a black and white choice.