Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families wealth, and how they are better equipped to reali

A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards.

Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary

Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what h

The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more.

Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisors business by providing tax planning strategies and more.

LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large.

Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference betwee

In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more.

A special episode designed for firms with their sights set on enhancing recruiting efforts and advisors looking to attract new team members, offering the steps to craft an effective Employer Value Proposition (EVP), with examples on usage and potential im