FinancialPlanning: Creating industry on-ramps as 100K advisors head toward the exit
The wealth management industry is facing a significant challenge: succession planning. With a large portion of advisors set to retire in the next decade, firms
The wealth management industry is facing a significant challenge: succession planning. With a large portion of advisors set to retire in the next decade, firms
In the wealth management business, if you ask leaders to name their biggest business problem, you’ll likely hear the same answer: Recruiting talent. In this
David McBee, Managing Partner at Wealth Partners Alliance, was featured in InvestmentNews’ article, “Clients are leaving advisors for better advice (and relationships).” In the competitive
David McBee, Managing Partner at Wealth Partners Alliance, was featured in InvestmentNews’ article, “Are 401(k)s the ultimate retirement plan?” In the article, David underscored the
This edition of the Deals & Recruiting Roundup features our newest Recruiter Of The Month. We speak with Nate Lenz, CEO and Co-Founder of Concurrent
We’re excited to welcome T7 Legacy to the Concurrent platform. They join the growing number of independent financial firms that are powered by Concurrent to
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