Michael Kitces' #FASuccess Podcast: Jessica Hovis Smith on Creating Buy-In at an Employee-Owned Advisory Firm

Oct 21, 2021

Longview Financial Advisors President Jessica Hovis Smith details the succession plan she oversaw to transition ownership of two merged lifestyle practices into a single employee-owned, multigenerational firm.

Mindy Diamond on Independence: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial

Oct 21, 2021

Monish Verma, Managing Partner, Vardhan Wealth Management, explains why he was attracted to the supported independence option from Summit Financial.

Eight Reasons Advisors Leave their Broker-Dealers to Start Their Own RIAs

Oct 20, 2021

It is common to find oneself at a crossroads when considering proposing marriage, having a baby or buying a home. The decision to start one’s own business is no different.

Transparency with Diana B.: The Road to Recovery

Oct 20, 2021

How advisor Gary Schwartz overcame addiction and financial troubles to run a successful advisory business.

Transparency with Diana B.: The Road to Recovery

Oct 20, 2021

How advisor Gary Schwartz overcame addiction and financial troubles to run a successful advisory business.

Estate Attorney's Financial Management Company Deemed Conflict of Interest

Oct 19, 2021

A recent ethics opinion determines that it does not matter whether legal services and nonlegal services were distinct.

Fast-Moving Close Cycles: Golden Opportunities for Growth

Oct 19, 2021

Advisors nowadays are signing clients without even a face-to-face meeting. Your digital and overall client experience needs to be ready for that.