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Dec 05 | 2018
When is the Right Time For a COO?
When is the right time for a COO? Can you afford to not have one? As an advisory practice grows over time, advisors are faced with the challenges associated with the growth. Those challenges could be; dealing with technology, staff, compliance/regulatory, in no particular order. In my experience, consulting to advisors over the last decade-plus, one thing […]
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Nov 27 | 2018
Do you have a plan to break away from your current firm?
LEGAL CONSIDERATIONS FOR BREAKAWAY ADVISORS …and FAs leaving a BD or RIA By David Abell, Esq. Marrs Griebel Law, LTD When a broker or advisor decides to go independent, one of the most important considerations is business continuity. As a wealth manager you may ask, “How many of my customers will choose to follow and […]
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Nov 21 | 2018
Nov 14 | 2018
Will Robo-Advisors Replace Humans?
Will Robo-Advisors Really Takeover the Industry? I don’t think so, and here’s why not. History Teaches us about the evolution of industries: If we study the historical record of human innovation and the evolution of different industries, it teaches us about some, but not all, of the things we can expect in the future. Innovation may […]
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Nov 06 | 2018
Solo? Worried about Consolidation?
Solo Advisor? Does industry consolidation concern you? There are many articles of late predicting the eventual demise of the solo practitioner. Most recently, Jeff Benjamin of Investment News, posed a similar question in his column published on October 23rd, 2018. In the article, Mr. Benjamin cites feedback from different perspectives. One that sees this as an opportunity […]
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