Advisor Innovations: Brian Hamburger on The Advisor Transition Game

Oct 27, 2021

Brian Hamburger talks about the pioneering work his firm did helping wirehouse brokers “break away,” and how his firm’s services have evolved along with the growth of the RIA industry.

The Independence to Choose Your Path and Partner

Oct 27, 2021

Leave the attempts at one-upmanship to the wirehouses.

You Get What You Give: Why Advisors Are Losing the Race for Talent

Oct 22, 2021

As the war for talent rages on across the country, how companies treat their employees will determine the winners.

How Goals Impact Our Attitude

Oct 21, 2021

Setting realistic, challenging goals motivates us more than ones that are either too easy, too hard or too murky to complete.

Michael Kitces' #FASuccess Podcast: Jessica Hovis Smith on Creating Buy-In at an Employee-Owned Advisory Firm

Oct 21, 2021

Longview Financial Advisors President Jessica Hovis Smith details the succession plan she oversaw to transition ownership of two merged lifestyle practices into a single employee-owned, multigenerational firm.

Mindy Diamond on Independence: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial

Oct 21, 2021

Monish Verma, Managing Partner, Vardhan Wealth Management, explains why he was attracted to the supported independence option from Summit Financial.

Eight Reasons Advisors Leave their Broker-Dealers to Start Their Own RIAs

Oct 20, 2021

It is common to find oneself at a crossroads when considering proposing marriage, having a baby or buying a home. The decision to start one’s own business is no different.

Transparency with Diana B.: The Road to Recovery

Oct 20, 2021

How advisor Gary Schwartz overcame addiction and financial troubles to run a successful advisory business.

Transparency with Diana B.: The Road to Recovery

Oct 20, 2021

How advisor Gary Schwartz overcame addiction and financial troubles to run a successful advisory business.

Mindy Diamond on Independence: Why a Former Leader Left the Herd for Independence

Oct 14, 2021

Greg Franks shares the story of his own leap to independence in 2011 from a ranking position at Merrill to the role of managing partner, president and COO of Snowden Lane Partners.