If you're merging your RIA firm with another, you've probably invested significant time, energy, and resources into preparing for the merge. However, the hard work doesn't stop once the merger happens. In fact, there's substantial...
More and more RIA firms are realizing that merging with another firm is an excellent way to grow both practices, streamline processes, and provide better service to clients. According to a report from Schwab Advisor Services, there were 54...
As the owner of a successful financial advisory practice, one of the most daunting challenges you will undertake is succession planning for your business. The advisory business is more sophisticated than it was just a few years ago and determining...
Every year, REP. magazine surveys the landscape to find the 10 individuals whose names may be unfamiliar to you now, but who are poised to shake up the industry...
“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
