Where is financial recruiting headed and how do wealth professionals land high paying careers? Check out the latest career recruiting news for Wealth Professionals.
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.
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.
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.
You’re considering independence and the potential of taking on a capital partner. Is that the right move, or is there a better way to financially de-risk the leap? Here are five things to consider.