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 […]

The FA Show on AHTV: Episode 1 w/ David Canter

Welcome to the premier episode of The FA Show, a joint collaboration between AdvisorHub.com and 3xEquity.   The FA Show is the only weekly news show designed specifically for financial advisors featuring news, interviews, and insights from industry leaders and influencers. This week’s episode features clips from an interview with David Canter, EVP at Fidelity.

Why A Practice Valuation Matters

We’ve discussed the importance of getting a practice valuation and how crucial it is to the success of your business. Why? Because it paints an accurate, unbiased picture of the state of your business, allowing you to better understand its financial health and what steps are needed to improve its value. In addition, it will […]

5 MAKE IT OR BREAK IT B/D REQUIREMENTS

Think back to those exciting days when you were faced with the decision of where to attend school. Did you want to go to a big state school like USC or the University of Michigan or something on a smaller scale? And you probably had a checklist of things that the schools needed to have. […]

What A Good Caddy Can Teach Us About Our BD Relationship

After the final stroke to secure the green jacket as the winner of the 2021 Masters Tournament, Hideki Matsuyama walked off the green with tears in his eyes while his caddy, Shota Hayafuji still on the green put the pin back in the hole, removed his hat and bowed after the historic win. All of […]

Does Your Current BD Spark Joy?

Spring has finally sprung! The grass is looking a little greener, the trees are starting to bloom, and the time has come to shed the winter layers and embrace the season of growth.  The changing of the seasons also marks the start of the annual ritual of spring cleaning. Now’s the time when everyone across […]

The Tech Savvy Future Is Now

It’s no secret that our lives are consumed by technology. We can get just about everything we need, all at the click of a button. How many ounces are in a cup? Just ask Siri or Alexa. What’s the score of the game? There’s an app for that. Looking for a dentist in your area? […]