As we put what was undoubtedly a tumultuous year behind us – one defined by a seemingly never-ending string of changes and surprises – it begs the question how does one predict what financial services trends can we expect to see in 2021? By putting their...
In this special episode, Frank LaRosa shares his HubTalk presentation from AdvisorHub’s First National Virtual Summit “Industry in Transition”. As Frank discusses during his candid assessment of where the financial services industry is now and where...
In the past, whether a firm was or was not in protocol played a major role in an advisor’s decision to move firms. Afterall, non-protocol firms were sending the none to veiled message that clients were theirs and not advisors. This left non-protocol firm...
There has been one predominant effect of COVID on the financial services industry which is poised to have ripple effects in the months and years to come and that is the impact of work from home policies at larger firms. Large firms are essentially training their...
Year-end is always a time of financial maneuvering in the financial services industry, particularly at larger firms. As Frank LaRosa, Elite Consulting Partners CEO, shares in this episode during his conversation with his COO Dale Dempsey, it seems firms just...
