Where is financial recruiting headed and how do wealth professionals land high paying careers? Check out the latest career recruiting news for Wealth Professionals.
Orion provides support for breakaway advisors, Tom Burmeister named Advicent’s new director of planning, and the pros and cons of investing in fine wine.
Flourish Wealth Management President and Founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
Every independent business owner will reach a point where gaining scale and solving for continuity and succession become paramount. It’s then that they begin to wonder: What does my firm’s end game look like?
The founder of DMAC Consulting tells Michael Kitces why the No. 1 element of success as an advisor is to find and get control of your own self confidence.
It’s no small task to build a firm from scratch. And while there are some breakaway advisors willing to go it alone, others aren’t even aware of where to start.
Before independence was in vogue, Dorie Fain of &Wealth left the comfort and familiarity of a big-name firm—plus significant chips on the table—to build her own RIA. Fain shares how she banked on her client relationships, instead of “believing the...
Kwame Brown is suing his Merrill Lynch advisor, Switzerland is still tops in international assets and MMI adds new curriculum to its Continuous Learning Center.
