An Advisor’s Last Challenge: Bowing Out Gracefully
Advisors like to say that clients depend on them for everything, yet that doesn't always extend to how clients are served after the advisor departs.
What You Think You Know About Advisory Firm M&A Is Wrong
Advisory firms that will sell at a premium in the future will be those with experienced, well-trained younger advisors, not the most profitable.
Harold Evensky’s New Adventure
Evensky on what questions he plans to research for the advisory profession and what's next for his firm.
Ken Fisher Warns, Industry Responds: What Happens to RIAs in 10 Years?
Ken Fisher is bullish on 2014’s market and economy but decidedly bearish on the future of RIAs.
Ken Fisher’s Backhanded Call to Arms
Ken Fisher's provocative statements about RIAs' demise in 10 years should be a wake-up call to all RIAs to make their voices heard in Washington.
Why Ken Fisher Is Wrong About Future of RIAs
Independent RIAs offer the one thing that Wall Street can’t: independence to represent their clients — and only their clients.
Let’s Make a Deal: Insights From Mark Hurley’s Latest, and Greatest
As the baby boom generation of owner-advisors shifts into high gear about selling their firms, they’ll be well-advised to study Hurley’s analysis of what has worked, what hasn’t and why.
Present Perfect: What the Future Tells Us About Today's Advisor
After five years of evaluating hundreds of independent firms, Mark Hurley has become one of the preeminent experts on the workings of the advisory business. His new paper on the future of wealth management is his best yet.
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.
Mark Hurley: 5 Forces Changing the Economics of Wealth Managers
According to the Fiduciary Network CEO, the vast majority of advisory firms have no economic value.