In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.
Compliance isn’t rocket science, but it comes at a cost—both in terms of time and money.
Of all the options, organic growth allows advisors to retain the most autonomy and freedom from relying on luck or the whims of deal partners
The dips in M&A and total assets in 2022 should have been a wakeup call for the industry to return its focus to organic growth.
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.