MarketCounsel Summit 2014 Twitter Round-Up

Dec 11, 2014

The event touched down at the Four Seasons in Las Vegas, Nev. this year, drawing in hundreds of RIAs and industry professionals.

Top Due Diligence Questions for Finding the Right Hybrid RIA Platform

Dec 04, 2014

One of the major themes in the independent financial advisory space in recent years has been the explosive growth of the hybrid Registered Investment Advisory (RIA) firm, a model in which advisors operate their own RIA firm for fee-based business...

Plug And Play?

Nov 20, 2014

Matthew Westhoff and his two partners have a successful practice and want to expand it by letting other advisors plug into their operation. How can they structure a competitive contract and attract qualified candidates? Westhoff and his partne...

Considering a Move? Conduct a Gap Analysis First

Nov 17, 2014

Changing firms or starting an independent wealth management practice is not easy and is something that must only be done after much introspection and investigation. But an in-depth gap analysis can be useful in this process. A gap analysis can...