The Role of the Modern Financial Advisor: How Technology is Shaping Their Success
The financial advisory industry has evolved considerably over the past few decades. While stockbrokers used to dominate the field, today’s financial advisors offer a comprehensive suite of services that extend far beyond buying and selling securities. To keep up with […]
The Importance of Succession Planning
As of 2023, the average age of financial advisors is 56, and it’s estimated that 40% will retire over the next ten years. Despite this looming retirement, one out of four financial advisors don’t have a clear succession plan in […]
Wirehouse vs. Broker Dealer / RIA: Which Model Fits For You?
Are you a financial advisor trying to decide what type of firm to join? Or maybe you’re an investor trying to choose the right financial advisor? Whichever group you fall into, you may have come across this question during your […]
How to Choose a Financial Advisor Team to Join
If you’re a financial advisor who has considered either starting your own financial advisor team or joining an existing one, you’re not alone. A 2017 study by Cerulli Associates found 55% of all financial advisors operate in teams. The growing […]