By: Jane Wollman Rusoff, ThinkAdvisor Richest-ever transition deals for switching firms have put financial advisors “in the catbird seat.” So offers Frank LaRosa, founder and CEO of Elite Consulting Partners, in an interview with ThinkAdvisor. LaRosa, a...
Some of the Commonwealth advisors currently in the LPL system could wind up leaving later this year. By: Griffin Kelly, The Daily Upside Eh, close enough, right? LPL Financial purchased Commonwealth Financial Network last year, with a retention rate goal of 90%,...
This week I traveled to my Strategic Coach off-site meeting, where the focus is clarity, long-term thinking, and building businesses the right way. And in that spirit, I wanted to address something that’s been generating a lot of noise lately. I’ve been getting calls...
The financial services industry is in the midst of a massive bifurcation. On one side, you have the “practitioner” – the advisor who loves the markets, cherishes client relationships, and wants nothing to do with HR, compliance, or tech stacks. On the...
