It is common knowledge that each and every advisor’s business is a truly marketable and valuable entity. Whether you have built a book that consists of 500 clients and $50 million in assets or 50 clients and $500 million in assets - one...
Two behemoth wealth management organizations enter a bar......and so the joke goes. Morgan Stanley and Merrill Lynch have been two of the most respected and recognized names in the world of wealth management and investment banking for decades...
If you’re an advisor who is ready to leave a wirehouse, you’ve no doubt been doing your homework about making the transition to the independent space. You’ve been reading everything you can get your hands on, talked to other...
Nicholas Schorsch’s RCS Capital Corp.’s recent acquisition spree of independent broker/dealers has put the fear of God into some independent reps thinking “could my firm be next?”
The fear their firms will be acquired, fundamentally changing the...
The majority of advisors participating in REP.’s 2014 Independent Broker/Dealer Report Card indicated that they are likely to remain affiliated with their current IBD during the next year. This is excellent news for independent broker/dealers, es...
New York-based Cantor Fitzgerald Wealth Partners has added advisors Jeff Schulte and Jim Hiles from Mariner Wealth Advisors, marking Cantor’s fourth acquisition in the last five months. Since Cantor Fitzgerald, known for its bond trading...
Many advisors see LinkedIn as a static webpage. A place they create a profile and let it forever sit like a modern-day yellow page listing. These advisors are missing the point. Getting found on LinkedIn is a living and breathing commitment – ...
