If you’re part of an RIA, a broker-dealer, or an OSJ and you’re starting to think about selling your book, the easiest path is often the one right in front of you.

There’s a quiet truth in this industry that few buyers are rushing to put in a deck: Some of the best-run advisory firms are intentionally overstaffed.

Advisors often make decisions based on surface-level data points—and then find themselves second-guessing that move just a few years later.

Selling a slice of your business isn’t a bad move. But it’s not a neutral one either.

The Commonwealth acquisition by LPL is a great case study in the world of advisors and recruiters.

I recently sat down with John Napolitano — advisor, “recovering CPA”, and someone who’s done something very few have actually pulled off in this business: built a real succession plan.

Since the world is all buzzing about AI replacing human jobs, I asked it to do mine recently.

There’s no right or wrong answer. Some advisors love the business side others just want to serve clients at the highest level without getting bogged down in operations.

Here’s how to build an advisor acquisition strategy that scales without compromising on quality.

Leadership alone doesn’t sustain a thriving culture. It’s the people and systems behind the scenes that truly matter.

UBS has announced significant changes to its financial advisor compensation plan, a move that could have ripple effects across the wealth management industry.

There’s a lot of variables when you’re talking about advisor compensation.

When we work with an advisor, our goal is to find firms that align with your strategic goals.

Every firm has its unique challenges and priorities, but the types of hires you make speak volumes about your commitment to serving your advisors.

For some, this transition is acceptable—a natural evolution of the business. But for advisors who treasure independence, it raises questions about alignment, values, and long-term fit.

Here’s a short list of reasons why I think 2025 will see significant, accelerated growth for well-positioned culture-first firms.

No one has a crystal ball, but here are the top trends that I see emerging.

If you want to find firms that fit your criteria, the search is the most important part. It’s not about finding them–it’s about knowing them.

When firms overpromise and underdeliver, it erodes the most important relationships in our industry.

Here’s the exit plan problem I see facing many independent advisors.