Postcards From the Edge: 7 Things I Learned From My Merger
Over the years, I’ve helped many advisors merge their firms, but there’s nothing like actually doing it yourself to get a whole new perspective.
Angie Herbers: Bridging the Gap—The 2015 IA 35 for 35
Angie Herbers sent a wake-up call to the profession 10 years ago, and she's been shepherding advisors through growth and change ever since.
Herbers, Luke Rebrand as Kaleido
Following 2014 merger, the company will put "all practice management help under one roof" for advisors.
Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
Angie Herbers’ Firm to Merge With Wealth Management Marketing
Merged firm will offer a complete range of strategy and marketing services to independent advisors from San Diego base.
Looming Advisor Shortage Demands New Training Approach
Steve Johnson and other talent mavens aim to change training of millennials, who respond to different methods than prior generations.
Women-Owned Advisory Firms Need to Play Catch-Up
Between 1997 and 2013, the number of women-owned firms increased by 59%. But most female advisors still work for an existing firm.
Devaluing Succession; People And Pay Pay-Off; A Kinder, Softer Planning Process: November Investment Advisor—Slideshow
What does an advisor have to do to ensure a successful transition with an internal candidate?
Is Your Practice Big Enough?
As merger interest rises, it’s more important than ever to know what your advisory practice is—and can be—worth.
Advisors, Start Preparing Now for the Post-Boomer World
After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.