Atlanta: “Matt, your firm does all of this research on both the affluent and advisors, what does the future hold for us?” asked James during the Q & A following my presentation...

For financial advisors looking to sell their practice, one of the most challenging issues in getting the price that you desire comes down to financing the deal.  Historically traditional bank lenders have been reluctant to put up the funds...

What makes a successful wealth advisor...

Advisors looking to leave the wirehouses and break out on their own have more choices on the path to independence than ever before. With the launch of Portland-Ore.-based tru Independence, announced today, advisors have one more choice. Craig...