Sep 3, 2019 | In The News, Industry Perspectives, Succession, Uncategorized, Wirehouse
Elite Consulting Partners CEO Frank LaRosa has penned the AdvisorHub article “Playing The Long Game – LPL Focuses On Long-Term Relationships With Their Advisors By Rolling Out New M&A and Succession Services”.
Aug 28, 2019 | In The News, Independence, Industry Perspectives, Uncategorized, Wirehouse
Elite Consulting Partners CEO Frank LaRosa has been prominently quoted in the Financial Advisor IQ article, “How Wells Fargo’s Lapsed Registration Slip-Up Could Impact Advisor Attrition”.
Aug 13, 2019 | In The News, Independence, RIA, Uncategorized
Elite Consulting Partners CEO Frank LaRosa was quoted in the Financial Planning article, “Raymond James pumps out recruiting loans. Will advisors bite?”.
Aug 12, 2019 | In The News, Independence, RIA, Uncategorized, Wirehouse
Elite Consulting Partners CEO Frank LaRosa shares his opinions on firms leading the way since the financial crisis in a Voices article, “Why Raymond James, Stifel gain ground at wirehouses’ expense”.
Jul 29, 2019 | Hybrid, In The News, Independence, Industry Perspectives, RIA, Uncategorized, Wirehouse
Cohesive branding and messaging is an important component of any financial services company and their success. A disconnect in these fundamental principles can lead to staff and client confusion that creates a ripple effect of negativity which can spread to all areas of a business.
Jul 15, 2019 | In The News, Independence, Industry Perspectives, RIA, Uncategorized
Summit Brokerage last week announced their decision to shutter broker-dealer operations and roll-up as a Region into Cetera Financial Group’s Cetera Advisor Networks.