From OnWallStreet
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Summary: Fatefully, he met Joe Grabar, a managing partner at Raleigh-based Fortress Financial Partners. Though they did not join forces right away, they kept the lines of communication open for six months. Gure eventually asked to join Grabar’s growing independent office. Grabar said if he was willing to commit, he would take him under his wing.
From InvestmentNews
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Summary: The increased price transparency of the financial services industry in recent years is leading more clients to ask their financial advisers for a break on fees.
From LinkedIn Pulse
Added on April 2017 in Form an RIA
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Summary: Last week we wrote about the economic rationale behind going independent vs. moving to another major firm as an employee. As a follow-up topic, we thought it prudent to analyze transition packages attached to big firm moves and peel back the layers of the onion to show the components of these deals.
From InvestmentNews
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Summary: When it comes to client prospecting, entrepreneurs are emerging as among the most sought-after niches, which might have something to do with the fact most financial advisers are themselves entrepreneurs.
From WealthManagement.com
Added on April 2017 in Form an RIA
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Summary: Advisors have more opportunity than ever to build the business that they envision. Yet, with all of the different models to choose from within this greatly evolved landscape, we find many are still searching for a utopian opportunity that doesn’t exist.
