In the current environment, this could be the right move for b/d executives seeking to restore growth, strengthen advisor productivity, and deal more efficiently with regulatory and operating responsibilities, says Jim Nagengast of Securities...
It’s not just the billion-dollar teams that are making a splash in the independent space—just ask Brett Oley of Oley Kinser Concierge Wealth.
Business and social responsibility can coexist.
Advisors should foster relationships with CPAs all year long.
Solid advice for advisors and clients alike.
It’s work that requires forward thinking and taking a risk with no guarantees.
Signature Wealth’s Managing Partner Chip Munn describes the firm’s strategy of buying books of business and then handing them off to younger advisors who can service the clients.
