From Advisorpedia
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Summary: It can be so frustrating for leaders to be in a position at work that they feel has no value or direction. Each day they approach their job with the hope that perhaps things will turn around and they will connect in a more meaningful way. Yet what continues to happen is nothing changes, and they find themselves running on the hamster wheel once again. Creating excuses or even blaming others for a lack of leadership clarity is a waste of time. How energizing would it be to identify what really matters to you in your leadership journey
From Wealth Solutions Report
Added on November 2023 in M&A Issues
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Summary: Recently we examined factors for such life-changing advisor business decisions as leaving a wirehouse and affiliating with new partners. An equally major step that many advisors take each year is finding a buyer for an M&A transaction.
From InvestmentNews
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Summary: In 2022, the wealth management industry faced a whirlwind of challenges, ranging from unpredictable markets to rising costs. Advisory firms, however, demonstrated resilience by clocking an 8% growth in client relationships. Yet, beneath these encouraging numbers lie deeper insights and trends.
From InvestmentNews
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Summary: Less than one in five affluent investors say they work with their parents’ financial advisors, according to data published Tuesday by Cerulli Associates. Often, there’s nothing an advisor can do that will persuade a client’s child to hire them – but there are certain types of investors who are much more open to that than others.
From Wealth Management
Added on November 2023 in M&A Issues
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Summary: Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.
