ADVISOR MOVES: TOP INFLUENCING FACTORS IN 2020
In 2020 we saw our worlds flipped upside down and found ourselves adjusting to a new normal filled with face masks and working from the comforts (or not so comforts) of our homes. Through unprecedented challenges, advisors continued to switch broker-dealers. With everything going on, it’s only natural to say to yourself: “Why would I […]
Stop Doing Dumb Things: Uncovering the Hidden Costs of Broker-Dealer Fees
Caveat Advisor! You might be bleeding profits because of opaque and escalating broker-dealer fees without even realizing it. Many advisors haven’t re-evaluated their broker-dealer agreements since initially jumping on board. Back then, your smaller asset base may have meant seemingly more manageable fees. But as your AUM has grown, have your broker-dealer’s fees ballooned as […]
Accelerated Exec Departures At Envestnet
What is going on at Envestnet? Envestnet, a leading provider of technology-driven solutions for financial advisors, has seen a series of executive departures that have left the industry buzzing with speculation. While the reasons behind each departure might vary, the collective exodus raises questions about the future direction of the company and the potential implications […]
Positive Changes To Regional Roles At Wells Fargo; Adds JPM Leader To Roster
Wells Fargo Advisors has made some remarkably positive strides in executive leadership, showcasing the strength and depth of its talent pool with the recent promotions of Barry Simmons and James Craven, as announced in a memo to employees by Sol Gindi, the head of Wells Fargo Advisors. Barry Simmons, who made a significant career move […]
3 Of The Biggest Advisor Moves Of Q1 (And Why Your Move Might Be Next Up)
The first quarter of the year witnessed several notable moves within the industry, showcasing both the continued competition among firms vying for top talent as well as comfort among advisors (and their clients) spurred by a calming of the markets. Factors remain in place that should be viewed as encouraging by advisors curious to explore […]
5 Essential Strategies to Cultivate a Coveted Book of Business
In the competitive world of financial advising, the value of your book of business can make or break your career. A robust and sought-after book of business doesn’t just happen overnight; it’s the result of strategic planning, relentless dedication, and a commitment to excellence. Here are five indispensable strategies to develop a book of business […]
5 Ways To %&^@ Up Your Transition
While our goal is to be as positive as possible on our blogs and podcasts about transitions, the truth is now and again we come across situations where people have majorly screwed things up for themselves. In the spirit of learning from other’s mistakes (and maybe laughing just a bit), here are 5 ways to […]
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