In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether...
How should an advisor think about transition dollars when evaluating a potential firm or model?
Lazetta Braxton, co-CEO of 2050 Wealth Partners discusses how she is structuring her firm to serve the investor of the future.
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Sep 18, 2023
A 2023 Mid-Year Update: Wealth Management Firm of the Future
Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model.
Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams on day one. Learn what’s driving this new trend, which teams are most appealing, how it will impact movement, and more.
Mike Wunderli thought he had it all—an impressive book of business and a successful cross-divisional business practice. Then, his firm went bankrupt.
Non-fiction about happiness, purpose and the psychology of money, a thriller from David Baldacci and more.
Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level, and ultimately grow his business in ways he could not in the wirehouse world.
Privilege and presumed power often can cause an all-too-avoidable ruckus.