Right before advisor Larry Sprung was set to break away and launch his own firm, his brother-in-law, who had suffered from bipolar disorder, died by suicide. Now mental health awareness and suicide prevention are a major part of his life’s work.
In a still-tight labor market, advisors are getting creative to retain and recruit staff.
If changing firms made sense to these billion-dollar-plus advisors, what lessons can be learned by those who manage less but aspire for more?
Numerous advisor innovations have become permanent; it's not just Zoom and hybrid work.
It’s common for financial advisors to share that they are “uncomfortable” thinking about a move when the markets are unsettled. But how does an advisor know if now is the right time to consider change?
At RIAs, they’re an indispensable way to find out more about potential hires than what’s just on a resume.
It’s up to you to choose your path.
Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.
With so many options to choose from, how does an advisor decide which path to independence to take?
Open, honest and candid discussions about the latest news in the RPA industry.
