Kevin Myeroff shares how he built a $2B firm, the process of planning for succession and ultimate decision to sell NCA Financial Planners to Sequoia Financial.

When it comes to M&A, there are plenty of independent business owners and wirehouse advisors who have their sights on becoming acquirers, yet its an incredibly competitive environment with more buyers than sellers. Heres how to compete and win.

Todd Resnick and his colleagues were attracted to the idea of building a destination for other advisors. He discusses their journey leveraging M&A, capital partners and support services to bring their shared goals to lifedemonstrating how vision can dr

Kevin McGuire and Sarah Burney, former J.P. Morgan Private Bankers, share their journey in moving their $2B HNW-focused business to Cresset. They discuss garden leave, portability, referrals, and more.

10 top trends from Diamond Consultants Transition Report, the first of a bi-annual series of reports for financial advisors. A comprehensive, data-driven exploration of financial advisor movement over a specific timeframe.

Rudy Adolf describes how the idea of Focus Financial Partners evolved, filling a gap in how independent financial advisors accessed capital, resources and monetized their lifes work, plus the firms journey as a public company and more.

Advisors invest their time, energy, and talents in serving clients and fostering business growth. Ultimately, they are creating career enterprise value. Heres how to maximize that value.

Matthew Jarvis rose from near bankruptcy to running a profitable independent financial advisory practice. He shares his story plus key teachings on extreme accountability and delivering massive value to clients.

Its common for financial advisors to share that they are uncomfortable thinking about a move when the markets are unsettled. But how does an advisor know if now is the right time to consider change? Learn that and more.

Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.