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...
Too many firms were failing to consider and offer lower-cost or lower-risk alternatives to the non-traded products, or other complex offerings like private placements, according to a new report from state regulators.
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.
Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success.
Sponsored Content
Sep 07, 2023
Personalize your marketing strategy to attract the clients you want.