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 […]
Walking Before You Run
Today is parade day here in Seattle, which means the city feels a little louder, a little prouder, and a little more united than usual. Winning does that. Rooting for winners does too. And for anyone who watched the big game, the most interesting part of the Seahawks’ win was not the defensive dominance or […]
Don’t Wait to Win: How the Big Game Busts the Rebuild Myth
For years, football has sold us a familiar storyline. A new coach arrives, the team takes its lumps, the front office “gathers assets,” and if everything breaks right, you’re ready to compete in a few seasons. This year’s big game is challenging the old idea that it takes years to rebuild, recalibrate, and contend, with […]
You Got Your Peanut Butter in My Chocolate: The Employee Model That Learned to Leverage Independence
A recent InvestmentNews article underscored the continued momentum behind one of the most unique platform options in the industry, spotlighting Moto Wealth Partners’ move from Fifth Third Private Bank. The team reported roughly $2 billion in advisory, brokerage, and retirement plan assets, a sizable add for the model in a single recruiting event. That model […]
You’re A Free Agent: 2026 Edition
How long have you been with your current broker-dealer? Five years? Ten? Longer? Now a tougher question, and a useful one: Is the relationship still as strong as it was when you signed on? Do you still feel supported in the ways that matter, or have the firm’s priorities quietly shifted away from yours? You […]
Edward Jones Has A Seasoning Problem
Edward Jones does not operate like a typical Wall Street firm that recruits talent, plugs it into a platform, and calls that growth. It operates more like an apprenticeship guild. The firm consistently pulls people into the profession from outside the industry, teaches them the craft, and sends them into communities to build relationships the […]
Tea Leaves and T12s
Predicting the future in financial markets has always felt a bit like reading tea leaves. There are signals, patterns, and indicators, but nothing guaranteed. But when nearly every major Wall Street analyst starts leaning toward the same outlook, advisors would be wise to pay attention. A recent Bloomberg report on AdvisorHub notes that all major […]
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