The wealth management giant is rolling out a platform to connect buyers, sellers, and partners seeking M&A opportunities.
'Think of it as a form of courting, a time for a firm owner to ‘date’ a prospective partner before ‘marrying’ and making the decision to merge or be acquired,' Merit CEO Rick Kent says.
Financial advisors should continue focusing on private markets, AI and personalization, according to the report.
Firm ownership and flexibility in the workplace among strategies advisors may want to consider to retain key talent.
The country’s advisors are retiring, along with their baby boomer cohorts, exactly when those clients need advisors' services the most.
With less time to rebuild their nest egg, weather volatile markets, or work longer, older couples are at financial risk and need expert advice.
The platform continues to elevate its appeal to RIAs with the appointment of the longtime Schwab executive.
Unemployment is below 4 percent, but the rate for military spouses is 21 percent, with more than 90 percent of them being women.
For many savvy advisors, especially those who are minorities themselves, minority communities offer huge potential.
If an advisor greatly discounts or gives away his services, clients will discount that advice as well.
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.
A focus on divorce is a 'highly needed area,' advisor says.
‘Women are like an afterthought in the industry’, says Cary Carbonaro, of Advisors Capital Management
‘Sometimes the best thing you could do is talk somebody out of trading a security,’ says Tim Pagliara, of CapWealth.
Data from College for Financial Planning reveal views on compensation, career development, and workforce challenges.
In honor of Heart Month, advisors share tips on maintaining a healthy lifestyle.
Look at the award from the point of view of your clients and prospects before accepting.
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
Sibyl Slade, of IntegriVest Wealth Advisors, targets the wealth gap with a specific audience.
Jared Johnson joins the exit planning-focused fintech as business owners and financial advisers face a continuity crisis.
