As head of acquisitions for United Capital, I’ve worked on dozens of transactions involving wealth management businesses over the last decade. Selling firms are often led by incredibly capable entrepreneurs, but I’ve observed a...
Each generation has different expectations from you. Your knowledge will help with acquisition, retention and a healthier practice built on satisfied customers at every stage of life.
A sign of wealth. | Copyright Peter Macdiarmid, Getty Images
Art and collectibles are becoming a more important aspect of wealth management, but less as an investment and more as preservation of capital. Seventy-eight percent of wealth man...
Need more of these. | vitanovski/iStock/Thinkstock
The bad apples in this industry—those working in the dark corners—may continue to operate in the dark, if a new survey is any indication. Overall, one in five U.S. adults have been victims...
(Bloomberg) -- Am I significant risk-taker...
Here are three manageable, measurable steps that every independent advisor should embrace to get ahead in the digital game.
