For most advisors looking to grow through acquisition, the thorniest issue is finding the cash to do so. Traditional lenders generally frown on putting up money to help close the purchase of a financial practice, since the practice’s value is ...
Go with the flow? Maybe not. When looking at options to update your firms’ technology, sometimes keeping things simple—and separate—is the best option.
It’s become increasingly difficult for small broker/dealers to break into the business, as regulations increase.
With capitalization rates flattening in most markets, commercial real estate owners face the real possibility that their property values may drop for the first time in years. Thanks to new indices from some of the country's top traffickers in...
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Jul 23, 2021
It’s easy to stick with what’s familiar—but doing so can harm client portfolios.
