“It takes a lot of work to make something simple.” — Steve Wozniak Earlier this year, a client told us something that stayed with us.

As 2025 comes to a close, many financial advisors are reflecting on a year marked by rapid change and heightened uncertainty. Shifts in the political

Going along for the ride just because your broker dealer was acquired is not necessarily the best solution When LPL CEO Rich Steinmeier acknowledged that

We know. That is not the headline you expected from a transition consulting firm. But it is the truth. At this point in 2025, the

Why top advisors are crossing the fence and how recent moves reinforce the trend If you’re the kind of advisor who tracks moves, it should

A Growing Shift Toward Independence, Alignment, and Open Architecture Financial advisors are rethinking what they want from their broker-dealer relationship. Across the industry, more advisors