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Summary: It took a while before it became a top priority, but Leon LaBrecque can finally rest easy knowing that at 63, his business succession plan is in place.
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Summary: RIA principals selling their business may get less than top dollar if they don't develop a succession plan.
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Summary: Mark Tibergien, CEO of Advisor Solutions at BNY Mellon | Pershing, has a message for RIA firms that want to grow in a market increasingly dominated by $1 billion-plus AUM firms: Share the wealth.
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Summary: Attracting and retaining top talent in the financial advice industry are of critical importance — employees are, after all, the lifeblood of a successful advisory firm.
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Summary: [Podcast] My guest on today’s podcast is Lisa Kirchenbauer. Lisa is the founder and president of Omega Wealth Management, an independent RIA in the Washington, D.C. area that oversees more than $100 million of assets for nearly 100 affluent clients.
