Added on August 2023 in Form an RIA
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Summary: Independent financial advisors know how crucial a good team is for running their business. Having the right people — in the right roles — can make all the difference to a firm’s success. And it can make all the difference in creating a great place to work, too.
Added on April 2023 in Form an RIA
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Summary: ChatGPT set records this year for the fastest-growing user base, and when you look what other popular apps such as TikTok and Facebook have done to change our society, it’s hard to wonder what exactly will be the effects of this new AI.
Added on September 2022 in Form an RIA
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Summary: While asset-based advisory fees continue to push commissions into the background, a new generation of financial planners has joined some veteran industry analysts in critiquing the assets-under-management model and advocating for alternatives.
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Summary: Don’t let the dazzling dollar signs and valuation multiples in today’s wealth management M&A market fool you. A great offer isn’t easy to come by. In my years of combing through transaction data and deal structures, I have discovered that the greatest rewards go to sellers who understand that it’s the people in their firms and the types of clients they serve that ultimately shape the answer to the question: “What makes your firm any different?”
Added on October 2019 in Form an RIA
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