Capacity is the number one challenge for financial advisors. There are only 168 hours in a week and qualified help is both scarce and in demand.
Not sure if it’s time to sell your financial advisor practice? Selling as your business nears peak value may allow you to capitalize on the upside.
Concerned about changes to their pay structure, cross-selling and other issues, hundreds of financial advisors left wirehouses in a typical year.
Merrill affiliates are leaving the firm because the parent company won't even let them replace departing staff, much less bring on talent to expand.