LPL to go public. As one advisor puts it, “[The private equity firms] didn’t invest in LPL to hang out. It was a business decision and they’re ready to monetize their investment.” The PE firms’ 2005 investment valued...
Social media is much like the Internet was 15 years ago. With so many potential prospects online, and the profiles of these users overflowing with information, it's an opportunity for financial advisors.
John Van Leeuwen isn't a dentist, but he knows how they think. That's because, for about two decades, he's focused his investment practice on the dental community
One important aspect of career-building is which designation or designations to pursue. But how do you weed through the more than 250 designations available to financial advisors
If you’re like most advisors, a good portion of your book is probably in managed accounts. As such, when you’re leaving to start an RIA or join one, you must know how to properly prepare to transfer those assets
With regulatory reform on the way, some financial advisors are putting off making important career changes.
A check list to help you help your clients' aging parents.
Finding a buyer for a practice with an intensely loyal, highly specialized client niche can be tough.
Sometimes outside business activities are a no-win proposition.
