The aspiration for growth is the driving force behind advisors selling their wealth management practices to other firms, including aggregators. This is the case for a significant 70% of advisors.

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

A fee-only advisor is more financially motivated to make the best decisions for their client—especially those that charge asset-based fees. Because if the advisor's pay is tethered to how well the ...