Displaying 57 results
Retire and remain: Sellers seek greater flexibility in succession planning
While some advisors choose to sell their practices and retire, others wish to remain for a specific time and work for the new owners.
Preparing for the future: How 529 plans have expanded in the past decade
Here's a list of the costs that have become qualified expenses for 529 plans in the past decade.
Florida firm overseeing $1.2 billion joins Commonwealth
Jacksonville-based Aegis Consulting includes principals Michael Cirino and Alexander Harrison, along with 11 advisors.
Advisor Group loses teams with $615 million to Commonwealth, LPL
Trusted Wealth Partners in Omaha, Nebraska, is moving to Commonwealth while Connecticut-based Hedberg Wealth Management is going to LPL.
Creating an equity ownership track: Look before you leap
While the economics have to work for the owners and partners of the firm, they have to make sense for the next-gen advisors, too.
Pinnacle Private Wealth goes indie with Commonwealth
The Wisconsin-based firm with $220 million in client assets had been with Associated Investment Services; it will join Commonwealth via an affiliated firm, Integrated Equity Management.
How rising interest rates cushioned IBDs in a stormy 2022
Meanwhile, over the past decade, the top 25 firms have essentially doubled the amount of revenue they generate.
How advisors can better understand their scale and capacity
Pruning less than ideal clients can often lead advisors to breakthroughs in growth because they have more time to focus on other activities.
How advisors can achieve growth in difficult markets
Some advisors experience organic growth even amid challenging markets, realizing that a downturn is a great time to sow seeds for future growth.
What do advisory firms need to keep growing? A move beyond client referrals
As firms increase in size, client referrals represent a declining percentage of new assets, while marketing accounts for a greater percentage.
Commonwealth adds $230 million team from Advisor Group
Michael Critchfield and Matthew DiGiacomo operate as Core Financial Group in Yuba City, California.
Commonwealth recruits $1 billion team from Edward Jones
Temple, Texas-based Cedarwood Financial Partners specializes in retirement planning services.
How advisors can take control of their success in 2023
One way to think positively about the new year is to focus on the activities and actions you can control.
Indiana indie with $220 million joins Commonwealth from Cambridge
Accounting-oriented Strategic Planning Group is based in Fishers, Indiana.
3 ways you can attract next-gen advisers
Finding younger advisers to join your firm isn’t easy, but it’s well worth the investment of your time and energy.
Commonwealth becomes latest IBD to invest in adviser firms
The firm is introducing an effort to buy minority stakes in the financial advisory firms that use its brokerage and RIA services.
Minnesotans managing $750 million join Commonwealth from Lincoln
The five-adviser Ryan Financial Group has offices in Hibbing and White Bear Lake.
How to give gifts that will delight clients
Consider skipping the classic fruit basket, and think of new, memorable ways to wow clients this holiday season.
How women advisers can create white space for new ideas
Staying busy may seem like the path to success, but without time to reflect, advisers could be using their time and energy on the wrong things.
Commonwealth taps ex-LPL attorney for cybersecurity oversight
In the newly created position, Michelle Kelley will lead the firm’s legal department and provide counsel on cybersecurity and privacy laws.
