Deciding the type of financial advisor you are is a defining moment in your career. Perhaps you’re fresh out of college, and the opportunities in the world of finance seem endless. Or maybe you’re on the market for an exciting mid-career switch. No matter what...
The baby boom generation is no longer the key to the future for financial advisors. The youngest Baby Boomer in 2021 is 57 years of age while the oldest is 75, and their population is declining compared to Gen Xers and Millennials. To have a successful practice as a...
We started seeing the trend in 2017 when more than one-third of wirehouse advisors say they would prefer to join the independent channel should they decide to leave their current firm. Source: Cerulli Associates report In 2019 the MBO Partners State of Independence in...
The two most essential pieces to any financial team are a financial advisor and a tax accountant. If you’re lucky, your financial advisor may have a tax accountant they work with in-house. If not, it may be up to you to find your own. Deciding who you work with...
Before looking into working with a financial advisor, be sure to do your research on the benefits of an independent advisor vs. a career agent. There are many advantages to working with an independent advisor. Let’s begin by diving into what an independent advisor is....
