For Advisors

Written by: Suzanne Siracuse, CEO and Founder of Suzanne Siracuse Consulting I recently moderated a Financial Advisor Magazine webinar featuring Merit Financial Advisors CEO Rick Kent and HGGC Chairman and…

Written by Rick Kent, CEO & Founder | Article originally appeared in Investment News. If you’re thinking of selling, you should be considering factors like the rate at which your…

Written by Kay Lynn Mayhue, President | Article originally appeared in FA-Mag.  Something’s amiss in the financial advice business, and the data confirms it: Women account for only about 15% of the…

Written By: Rick Kent, CEO/Founder This article was published by Fa-Mag.com. To learn more, click here Technology use among financial advisors has exploded in recent years, as the industry seeks new opportunities…

Written By: JP Pattinson, Vice President of Technology, Wealth Manager, Partner This article was published by InvestmentNews, to learn more, click here. Cybercriminals are becoming bolder and more sophisticated in their…

With Kay Lynn Mayhue There has been much activity over the last several years around mergers and acquisitions of financial planning firms. Whether you are a buyer or a seller,…

With President, Kay Lynn Mayhue This article was published by WealthManagement.com, to learn more, click here. Wealth management industry M&A activity continues to capture headlines, as advisors face an uncertain…

Written By: Zac Beckerley, Wealth Manager | Partner This article was published by ReThinking65.com. To learn more, click here. Year-end is a busy time for advisors, with pressing business activities, annual gifting…

Written by Kelly Straub We have seen a swift change in the RIA landscape in recent years, as an increasing number of independent advisors are opting to join forces with…

This article was published by Investors.com. To learn more, click here. Some consumers view financial planners as stockbrokers. They expect their advisor to feed them hot stock tips and produce market-beating…