The median operating profit margin for target-focused firms was 18 percent higher than others and the median annual client growth was 35 percent greater.
The Focus IPO is currently the only pure-play investment in the fast-growing RIA space—and if sophisticated investors see this as an opportunity, advisors should too.
SEI found that 52 percent of advisors have changed their fee structure in the last 4 years.
The talent shortage is real. Here's how to combat it.
Louis Barajas discusses the concept of "financial doing" and how it helped his practice and his community.