Smaller advisors, in the sub–$250 million AUM range, discuss their challenges, goals and desire to maintain control of their businesses, rather than participate in the red-hot market for M&A.
The president of RFG Advisory discusses how the market's volatility could be a once-in-a-lifetime opportunity for advisors to connect with new clients.
The author, founder and CEO of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a self-sustaining business, designed for scale, succession, and to be attractive to acquirers.
Managers of debt-heavy IBDs backed by LBO private equity will need all the skills they can muster to thread the needle of falling revenues and desired growth. Exit strategies may have to wait.
