Cam Marston: Generational Translator — The 2016 IA 25
Cam Marston explains the nuances of different generations to each other, with humor and insight.
Peyton Manning’s Last Lesson: Knowing When to Quit
People tend to love what they do. For advisors as well as athletes, it’s time to quit when you don’t love what you do anymore.
Wells Fargo Promotes Sloan, Positioning Him as Likely CEO
“It establishes a succession plan,” says analyst Marty Mosby, though the bank adds there are “other viable candidates.”
8 Tips for Preserving a Firm’s Culture Post-Merger
Greg Friedman of Private Ocean and Brent Brodeski of Savant Capital suggest these steps to maximize success.
Pretty Good Week for Live Oak Bank: $200M in Advisor Loans, Plus an IPO
The bank that lends to small businesses held a successful IPO in the same week it hit the $200 million mark in advisor loans.
The Perils of Advisor Sole Proprietorships and Single-Member LLCs
When it comes to continuity planning, the corporate form an advisor chooses for his practice can make all the difference.
Savant Makes Orion Capital Its Third RIA Acquisition in 17 Months
The Orion Capital Management acquisition brings Illinois-based Savant’s total AUM to nearly $4.5 billion, and CEO Brent Brodeski says another deal is "in the works."
Determining the Right Time to Sell a Business
When your business-owner clients begin thinking about selling their businesses, they may ask you to determine what is the “right” time.
Turning Succession Planning Into Business Growth: Raymond James
The independent arm at Raymond James is brokering deals for its own advisors, as well as for breakaway wirehouse reps nationwide.
UBS Rolls Out 5-Year Succession Program
The plan gives retiring reps the chance to earn 230% of yearly fees and commissions and, partnering reps can get a 5% bonus.