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 […]
Ripped From Reddit: Myth Busting Money Moves
A pervasive myth has haunted financial advisors considering a broker-dealer transition: that assets are difficult to move. This belief fuels hesitation and prolongs decision-making, even when an advisor knows they need a change. However, both anecdotal and empirical evidence overwhelmingly debunks this notion. Take, for instance, a recent post on Reddit by user @playactionpass, who […]
Money Can’t Buy Happiness, But Maybe Moving Can
As we close out another year marked by significant transition activity in the financial advisory space, it’s clear that for many, the decision to move isn’t just about dollars and cents—it’s about satisfaction, growth, and building a better future. Still, skepticism lingers among advisors weighing their options. If you’re one of them, let’s take a […]
5 Books For Every FA’s Gift Or Reading List
As 2024 comes to a close, financial advisors have an excellent opportunity to expand their knowledge and prepare for the challenges and opportunities of 2025. Whether you’re looking for your next great read or selecting a thoughtful gift for a colleague, these five books offer insights into emerging trends, global dynamics, and timeless strategies relevant […]
UBS Adopts Best Ball Format In 2025 Comp Plan
UBS has joined Morgan Stanley, Wells Fargo, and Merrill Lynch in unveiling updates comp plans for 2025 aimed at growth and profitability—but not without ruffling some feathers. UBS made waves with its decision to abandon its unique team-based grid rate system in favor of what looks like a “Best Ball” approach, where team members’ payouts […]
When Is the Right Time to Leave Edward Jones?
In wealth management it’s not uncommon for advisors to reach a point where they question if their current firm is helping them reach their full potential—or holding them back. Recently, a Reddit user anonymously shared their thoughts on leaving Edward Jones (EJ) after six years, managing a $70 million book with a $500,000 trailing 12-month […]
B. Riley Firesale Tells Remaining Advisors Exactly How Much They Are Loved
Unlike in pro sports, the wealth management space doesn’t have a trade deadline, but if it did B.Riley and Stifel just made a huge deadline deal, and the optics are…awkward. According to AdvisorHub, B. Riley Financial Inc. is handing over a portion of its wealth management division to Stifel Financial Corp. for up to $35 […]
- 3xEquity, LLC
- 4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033
- 855-491-2910
© 2020 3xEquity, LLC. All rights reserved