Latest News
Advisor Group’s Clayton Chandler: Post-M&A Cybersecurity Best Practices
Continued Rise in Independent FA Deals Elevates Importance of Post-Transaction Cybersecurity What do natural gas pipelines, meat processors…
The Rising Allure of Venture Capital for HNW and UHNW Investors – And How RIAs Can Get Involved
HNW and UHNW Clients See Opportunities for Financial Gain and Supporting Mission-Driven Investing Opportunities in the Venture Capital…
Taxing Times – Tax Benefits of Acquiring Another FA’s Practice
Tax Benefits of Buying Another Independent FA’s Practice, Plus Business Launch Tax Credits and Is Your New Assistant…
After the Deal is Done – Driving Seamless Integration and Ongoing Value-Add
The Real Work of Building a Valuable Business Commences After the Deal Agreements Have Been Executed To the…
How to Integrate Different Client Prospecting Teams?
Susan Danzig, Business Development Coach, on How Newly-Merged Independent FA Practices Can Bring Together Different Client Prospecting Teams…
Hightower’s Bob Oros Supports RIAs via Post-Deal Growth Solutions
Hightower’s Bob Oros Goes Beyond Dealmaking to Emphasize Post-Acquisition Value-Add Solutions for Firm’s RIAs The rapid consolidation of…
Recruiting Roundtable: An Uptick in Year-End Recruiting? LPL, Cetera, Commonwealth Discuss
Business Development Leaders Discuss the Possibility of an Uptick in Year-End FA Movement Between Firms – And What…
FA Recruiting Trends That Will Blow Your Mind
This Week’s Issue: The Significant and Ongoing Transformation of Financial Advisor Recruiting, Transitions and Onboarding, Spurred by the…
WSR Recruiting Survey: Keep Digitizing Recruiting!
Our Inaugural Recruiting Survey Reveals A Sea Change in Attitudes Across the Industry When It Comes to Comfort…
Surprise! Tech-Enabled FA Recruiting Beats Expectations
Pandemic-Driven Digitization of FA Recruiting Continues to Transform the Industry Just before March 2020, the financial advisor recruiting…
