Where is financial recruiting headed and how do wealth professionals land high paying careers? Check out the latest career recruiting news for Wealth Professionals.
The registered investment advisor channel was the clear winner in 2013, growing client assets by 23 percent over 2012, according to a recent Aite Group report. That compares to 12.7 percent growth in wirehouse assets over that period...
Guy Swain was a solo practitioner with a staff of two. He started thinking about a succession plan when his assistant moved out of town and he considered hiring a CFP to replace her
LPL Financial has recruited a newly formed registered investment advisor, StreamSong Advisors in Grand Rapids, Mich., to its RIA custodian platform. The firm, founded by Thomas Braun, has $1.2 billion in assets under management. Since 2007, LPL...
It happens all too often. An advisor down the street is retiring, and buying his or her practice could be a quick way to pick up some assets. But advisors who go about buying a book of business in this way are less likely to have a successful acq...
As the summer winds down, it’s back to school for financial advisors, with the fall/winter conference season getting underway. The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource...
Have you decided to merge with another RIA? Congratulations! The merger will likely grow your clients and AUM, bring new efficiencies and synergies to your practice, and allow you to offer a more diverse set of investments, products, and knowledge...
