The independent broker-dealer LPL reported $2.3 billion in net advisor loans last year, up a whopping 53% from 2023, per an SEC filing. Griffin Kelly gr*****@th************.com Brokerages aren’t shying away from big upfront payments to wealth managers who join their...
Elite Consulting Partners is proud to announce Lara Weitsen Benedetto has joined our team as the new Director of Talent Acquisition. With a distinguished career in global talent acquisition and human capital leadership, Lara’s strategic approach to recruitment and...
Griffin Kelly gr*****@th************.com Landing a new job in the advice industry has been arduous for financial advisor Paul Monax. The certified financial planner, who worked with Transamerica for six years before launching his own practice four years ago,...
by Frank LaRosa, President/CEO – Elite Consulting Partners and Philip Waxelbaum, CEO, Masada Consulting Navigating the many complexities of business transitions as a financial advisor is no small feat. It is a process that demands not only strategic planning, but also...
By Frank LaRosa, CEO – Elite Consulting Partners, Excerpted from AdvisorHub Every sports fan’s favorite weekend is upon us as Philadelphia and Kansas City gear up for an epic face-off at the Big Game. Highlights from the media coverage surrounding the event include...
Excerpted from “It’s All About The Client”, by Frank LaRosa The last half of 2022 for the financial services industry was defined by a swinging pendulum of market fluctuations which resulted in a decided upward trend in client turnover throughout the...
