I recently had an advisor tell me that after exploring all his options, he had decided to hire another advisor to grow his practice rather than expand by changing affiliations or merging with another firm...
Trusts & Estates relies on its editorial advisory board to help screen articles. In addition to authoring pieces, the board provides valuable behind-the-scenes work to make sure that T&E provides you with high quality...
HighTower and Focus Financial continue to snag advisors from the wirehouses. The HighTower Network picked up a Sacramento-based advisor team with $300 million under management from Merrill Lynch on Tuesday, while Focus partner firm LVW Advisors...
Only one-fourth (26 percent) of advisors started their professional lives in the industry; the majority came into the profession after spending time in another career, according to REP.’s annual compensation survey.
Of those career-changers, nea...
