White Papers


January 2015  
Finding The Right Partner
Whether you’re a financial advisor changing firms or an RIA seeking a new custodian, you’re in good company. According to a recent study, one in four advisors is considering leaving their firm.1 Yet, it takes more than being in good company to select the right partner for your needs.

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1 Market Strategies International, Cogent ReportsTM: Advisor Channel Migration Trends 2013



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Inside the current issue

  • Making It Pay

    by Eric Rasmussen

    Investment managers Bahl & Gaynor in Cincinnati have built up $12 billion in assets with a dividend approach for patient investors.

  • Can Internal Succession Succeed?

    by Philip Palaveev

    The deal should be fair to both generations, and all need to be committed and capable.

  • Encore Nation

    by Mitch Anthony

    People over 60 are combining their passions and experience for social good.

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