The seeming game of musical chairs which advisors have been playing when it comes to their firm partner has certainly…
Advisors Should Eat Their Own Cooking — Are You Prepared For A Catastrophic Event With Your Business?
When financial services firms and their advisors talk about succession planning, they often present a very buttoned-up scenario. An advisor builds a book of business over the course of their career, ages gracefully, and bequeaths their book of business to an eager, young advisor. This; however, is very rarely the case.
Genstar Capital made news last week as reports surfaced the company is in active talks to secure a majority interest in Advisor Group from Lightyear.
It was a snowy Sunday, January 13th, morning in the Northeast, around 1AM when a LinkedIn post indicated the Schultz team, a Wells Fargo Private Client Group team based in Berwyn PA, was the “first to be ‘permitted’ to transition to the Wells RIA Pilot Program.