When we read about successful M&A deal, we don't see the times one advisor wants to sell and the other partner doesn't.
Knowing the truth of how independent you truly are is all about doing your homework before you decide to join an RIA.
There are three core reasons advisory firms recruit: to fill a role, to increase profitability or to plan for succession.
Before you decide independence is the right decision, you have to stop and ask yourself why.
As clients have more access to information and tools, advisors have to keep up to retain them.
Recapitalization might just be the smartest thing an RIA owner can do right now, writes Ryan Shanks.
Deciding to start your own business is not a decision to take lightly.
Before starting your own firm, industry consultant Ryan Shanks suggests asking these key questions.
Switching firms should lead to some client transition, but the amount may be overstated by recent statistics.
The current fee model offers little incentive for recruiters to focus on a good fit between firms and advisors.
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