“A competitive world offers two possibilities. You can lose. Or, if you want to win, you can change.” – Lester Thurow, Former Dean of the MIT Sloan School of Management, Author ...

New York-based Cantor Fitzgerald Wealth Partners has acquired Capital Planning Advisory Group, a Yardley, Pa.-based RIA and the sixth team to join Cantor’s wealth management business since the launch of that division last September. The team...

Lessons learned in unexpected places

Checking in with three advisors who were given advice in the past

Sell to a third party, or a junior partner? There are pros and cons to each, but either one beats a dead-stick landing

Attempting to time a move might do you more harm than good

For financial advisors looking to sell their practice, one of the most challenging issues in getting the price that you desire comes down to financing the deal.  Historically traditional bank lenders have been reluctant to put up the funds...

What makes a successful wealth advisor...

Advisors looking to leave the wirehouses and break out on their own have more choices on the path to independence than ever before. With the launch of Portland-Ore.-based tru Independence, announced today, advisors have one more choice. Craig...