Month: July 2022

As access to capital has improved, the number of advisors looking to make acquisitions has greatly increased. Buyers still far outnumber sellers, which has helped to make competition fierce. Although the advisor industry is aging, with many advisors nearing retirement age, we still have not seen enough practice sales hit the market to tip the […]

Financial advisors are always hyper aware of fluctuating markets and how those markets impact their clients. This is especially true during sudden downturns, which can cause many clients to become fearful and seek out advice from their financial advisor about how to navigate the change. Fluctuating economies can also impact the advisor themselves, both personally […]