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Summary: How Brian Hamburger became the man behind the curtain in almost every major breakaway deal and helped define the industry. Over the past decade, Hamburger has been the architect behind almost all of the highest-profile breakaway deals in the industry, helping countless advisors transition away from brokerage houses and toward independent business models.
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Summary: There is one overwhelming consensus that keeps financial advisors from declaring their independence: breaking away is difficult and puts that business at risk. However, this isn’t always true. The move to independence can often be executed seamlessly, and result in a new firm that is positioned for greater success and faster growth.
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Summary: WalletHub has analyzed the 150 largest American cities to determine which areas provided the most opportunity for career starters. The site rated each city based on a total of 18 metrics in two categories: quality of life and professional opportunities.
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Summary: Advisors are happiest when their firm's corporate strategy and compensation are easy to understand and clearly communicated, according to a J.D. Power & Associates study, which ranks firms according to advisor satisfaction.
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Summary: The generation of entrepreneurs who hung out their shingles as fee-based financial advisors in the 1980s and '90s had a wide-open market opportunity. The simple idea of charging a fee and not being paid based on the actions or products you recommend was a novel concept in the retail investment market, and it has paid off in spades. We asked leaders of some of the top fee-based wealth management firms in the country for advice to would-be entrepreneurs in the advisory industry. Their five suggestions follow.
