0 visitor like this article | Viewed 1411 times | 0 comment
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.
0 visitor like this article | Viewed 1263 times | 0 comment
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.
Added on November 2023 in M&A Issues
0 visitor like this article | Viewed 1306 times | 0 comment
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.
Added on November 2023 in Form an RIA
0 visitor like this article | Viewed 1278 times | 0 comment
Summary: Sara Riggs shares experience and insights in our guest blog post, Are You Ready to Attract Top Talent To Your Organization?Riggs is Senior Vice President and Head of Swoon Staffing, where she works to create even more collaboration between Swoon’s recruiting and sales teams to build a true synergy.
0 visitor like this article | Viewed 1477 times | 0 comment
Summary: During most of my 19 years here, we were using Junxure. About three years ago, we began transitioning to Salesforce. Three years in technology time mixed with COVID does not feel that long. Salesforce still feels very new and fresh to us. It’s a work in progress.
