In years past advisors had to rely on personal assets, cash, and seller financing to buy equity or fund growth initiatives. Now financial advisors have greater access to capital through a variety of lenders who have entered the market. These new lending sources provide a wide range of options, all with different terms and requirements. […]
The RIA model has gained traction over the last decade. Many advisors are attracted to the flexibility and independence the RIA model offers. The rise of Virtual Family Offices, new technology, shifting regulatory guidelines, and the need for more comprehensive solutions for high-net worth clients are also driving more and more advisors to consider breaking […]
Financing options for advisors have changed dramatically over recent years. One unexpected player that has entered the finance game are the broker-dealers themselves. Many broker-dealers recognized the value of offering capital to their advisors. Namely, giving advisors access to capital so they can acquire new business either organically or inorganically, or offering loans as incentives […]
The new year has advisors looking at their goals and setting lofty expectations for their practice in the coming months. Often these include goals around client acquisition and revenue generation. One target that has made its way into the sights of practices small and large is acquisitions. Many view acquisitions as the key to leveling […]