Brent Brodeski
Michael Kitces' #FASuccess Podcast: How Brent Brodeski Bought Out His Co-Founder and Grew His Firm with Patient Capital
May 08, 2019
Savant Capital's Brent Brodeski explains what it takes to buy out a retiring co-founder and the trials and tribulations he went through finding new outside investors.
Cetera financial
Cetera's New Succession Planning Program Guarantees a Buyer for Advisors' Books
May 07, 2019
The enhanced program includes a valuation tool powered by Truelytics and a promise to buy an advisor's book of business if no one else will.
Mindy diamond podcast
4X Growth in Three Years: A Regional Breakaway Success Story
May 06, 2019
A conversation with Chip Munn, managing partner at Signature Wealth Strategies.
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Advisor Group Recruits Three Women-Led Advisory Teams
May 06, 2019
The three teams have a combined $250 million in client assets, the firm announced at its W Forum conference this week.
Scott Curtis
Raymond James to Create New Platform for Buyers and Sellers
May 02, 2019
The new offering will facilitate introductions between prospective buyers and sellers, a la Match.com.
recruiter job interviews
Developing the Next Generation of Financial Advisors
Apr 30, 2019
Based on research from FlexShares' recent Advisor Wellness Study, here are practical tips advisory firms can use to better attract and retain younger talent.
Jeff Concepcion
Michael Kitces' #FASuccess Podcast: Jeff Concepcion Explains 'Supported Independence'
Apr 30, 2019
Stratos Wealth Partners acts as a support platform for independent advisors, effectively operating as the back and middle office for affiliated advisors.
Brian Hamburger, Shirl Penney Tim Oden
Q&A: The State of Independent Advising in 2019
Apr 24, 2019
WealthManagement.com sat down with Tim Oden of Charles Schwab, Shirl Penney of Dynasty Financial Partners and Brian Hamburger of MarketCounsel for a Q&A discussion.
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Michael Kitces' #FASuccess Podcast: Going Beyond Socially Responsible Investing with Rachel Robasciotti
Apr 23, 2019
Rachel Robasciotti details her journey through the socially responsible investing and ESG evolution over the past 15 years.
Mindy diamond podcast
A Model of Supported Independence That Fills the “Fear Gap”
Apr 19, 2019
A discussion with Rob Bartenstein, CEO of Kestra Private Wealth Services.
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