Why Choice Is The Ultimate Super Power For Atria Advisors

We’ve written a lot recently about the dominance of LPL in the recruiting wars.  They are an absolute juggernaut right now with a value prop that is incredibly appealing to many advisors. So this next statement may seem strange – if you are an Atria advisor you might want to consider fielding offers from other […]

Rockefeller Recruiting Expansion Continues; Bank Teams In Focus

Rockefeller doesn’t seem to have any interest in slowing down its aggressive focus on recruiting large, tenured teams. Since 2018 much of that focus has been pointed at the like of Merrill Lynch, Morgan Stanley, and UBS. Lately, Rockefeller has found fertile ground in the private banking sector, luring large teams from First Republic, Truist […]

Top 5 Client Acquisition Techniques For 2024

Legendary college football coach Lou Holtz said, “In this world, you’re either growing or you’re dying so get in motion and grow.”  Your regional manager (or that voice inside your head) may have said something similar. We’re one month into the new year and for many advisors growing remains the biggest to-do on their list.  […]

What Do 1,385 Financial Advisors Know That You Don’t?

Ok, so technically the number is higher, but to keep matters clean let’s just call it 1,385 advisors, 256 in the 4th Quarter alone!  That’s how much LPL’s advisor headcount jumped in 2023.   To quantify that further, $80 billion in recruited assets was added to LPL in 12 months by advisors walking up to […]

T3 Top 3: Our Takeaways From The FinTech Conference

Last week’s T3 conference in Las Vegas filled attendees pockets with new insights and fresh perspectives on the ever-evolving landscape of FinTech. The team from 3xEquity were there preparing the next episode of The FA Show (our collab with AdvisorHub) and as we strolled away from the exhibit hall towards the lights of the strip, […]

BlackRock And Bitcoin – Larry Fink Continues Crypto Roadshow Post Bitcoin ETF Launch

In a groundbreaking move that signals a significant shift in the financial landscape, BlackRock, the world’s largest asset manager, has embraced the world of cryptocurrencies by venturing into the Exchange-Traded Fund (ETF) space for both Bitcoin and Ethereum. (**the Ethereum ETF is still in the review process, but notably, BlackRock is 576-1 when it comes […]

What if I get hit by a bus?

Over the years, we’ve assisted hundreds of advisors in navigating the intricate process of transitioning to new broker-dealers. Recently, a pretty unique question came up in a conversation with an advisor discussing a promissory note: “What happens if I get hit by a bus?” (Curious fact: government statistics report 183 bus-related accidents daily, emphasizing the […]

Bitcoin ETF Approvals Force Advisors To Have Asset Allocation Conversations Based On Bitcoin Performance

Bitcoin ETF

In 2022, the RIA and BD industry experienced growth of 2.1%, boasting +450,000 investment advisors managing an impressive $514.1 trillion in assets for approximately 91.9 million clients. The industry’s expansion indicates the increasing reliance on investment advisors for managing diverse portfolios and navigating the intricate world of financial markets. Now, envision a scenario where even […]