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Summary: Flourish Wealth Management President and founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
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Summary: [Podcast] Every independent business owner will reach a point where gaining scale and solving for continuity and succession become paramount. It’s then that they begin to wonder: What does my firm’s end game look like?
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Summary: In the independent advisory industry, the “it” in “if you build it” is the firm of your dreams. And the “they” in “they will come” are the clients. The hope is that if you build a great firm, clients will be flocking to your ballpark.
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Summary: RIAs are increasingly aware that electronic communication with clients, custodians and vendors needs to be locked down. Whether they are taking the right steps to encrypt data is another story.
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Summary: The Best Places to Work for Financial Advisers program recognizes financial advisory firms that empower their employees to grow professionally and provide clients with the best possible investment and financial planning advice. InvestmentNews recognized 50 companies in 2018 as deserving of this honor, highlighting outstanding human resources practices and policies. View the complete list of firms.
