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Summary: For many years, there have been many conversations on how financial advice will be disrupted. Algorithms would replace advisors; automation would redefine relationships, and efficiency would win. That has not happened. What I have seen instead is something far more durable. Technology is reshaping how we deliver advice, but it is not replacing the advisor. If anything, it is reinforcing the value of the human element at precisely the moments when clients need it most.
Added on May 2026 in M&A Issues
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Summary: Of the hundreds of advisor transitions I've seen play out over four decades, the ones that win are almost never the highest bidders; they're the ones that the seller already trusted.
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Summary: Financial advisors changed firms at a near-decade high pace in 2025, with registered investment advisor and independent broker/dealer channels being the biggest winners, according to an annual report from ISS Market Intelligence released Tuesday.
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Summary: Leadership isn’t just about strategy, execution, or results-it’s about people. At its core, leadership revolves around creating healthy, meaningful connections in the workplace.
Added on April 2026 in M&A Issues
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Summary: Registered investment advisor buyers and consultants gave slow-growth firms looking to sell hope of landing strong valuations during panels at RIA Edge Nashville this week.
