Let’s Make A Deal – RIA M&A Trends and Challenges
Mergers and acquisitions in the RIA space are occurring at a record pace that has proved to be a driving force in the evolution of financial services as we know it.
Elite Consulting Partners Founder and CEO, Frank LaRosa, Quoted in Multiple Media Outlets
Elite Consulting Partners Founder and CEO, Frank LaRosa, was quoted in a recently released article featured in two media outlets.
Line of Succession – How DUAL-MONETIZATION(TM) and Other Succession Programs Attract Talent Young and Old
Succession programs are one of the most efficient ways for a firm to acquire young talent while honoring the work of the older advisor.
Advisor Pay Day – Are Wirehouses Breaking the Bank to Keep Advisors Happy or Is There Another Motive?
An interesting study was released this week by SourceMedia detailing advisor compensation plans for the $2 million producer. The study also included comparative reporting on the top compensation packages found at wirehouse, regional, and national firms.
Watch What They Do, Not What They Say – Where Are Financial Services Firms Putting Their Tech Focus?
Financial services firms are investing in technology, but it might not be where you would expect.
