6 Steps to Effective Succession Planning for Financial Advisors
As a financial advisor, you work hard to grow your client base and book of business. While you’re focused on this ambitious growth, succession planning may be the last thing on your mind. However, as the wise Benjamin Franklin once said, “Those who fail to plan plan...
14 TAMP Features That Can Transform Your Independent Financial Advisory Practice
As an independent financial advisor, you face unique challenges compared to advisors who work at large firms. You must manage every aspect of your practice, from compliance to client relationships, all while providing sophisticated investment solutions and financial...
What Are the Benefits of a Fee-Based Financial Advisor?
Clients consider a wide range of factors when selecting a financial advisor. However, cost consistently ranks as the most crucial consideration. In a Magnify Money survey of over 1,500 Americans, 58% of respondents said fair fees are the most important quality they...