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Make a move.
Compared to previous years, advisors who switched firms were much more likely to be younger, female, and manage more assets, according to Fidelity Clearing and Custody Solutions’ third bi-annual study on advisor movement. The...
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.