A decade. Ten years later, the landscape is predictably different than what financial advisor veterans remember. In late 2008 and creeping into early 2009, names like Merrill Lynch, UBS, Morgan Stanley, towered over the wealth management industry with legions of
In a survey of 803 advisors by Forbes†, about 3/4 of all respondents recognized the importance of state-of-the-art technology in serving their clients. And notably, …”those financial advisors with the highest annual incomes are more likely to see the value
Who owns the client: The advisor or the broker-dealer? When was the last time the broker-dealer changed the FA compensation plan? How many practices did the broker-dealer bring in over the past year? How successful have prior FAs been
Wells Fargo has a problem. A problem that has been well documented at this point – their advisors are keen to bail out rather than bail water on behalf of the firm. And the quarterly drawdown in advisor headcount has
When Tom Brady leads the New England Patriots into action in Super Bowl LIII this weekend he will attempt to become the oldest QB in history to win the big game. At 41 years old Brady is in rarified air,
Back to the Ironman circuit, this time in a supporting role, Jeff Crosby shares his thoughts on a core concept in triathlons and in business – getting comfortable being uncomfortable.
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