Did you accomplish all your goals in 2018? If you did, GREAT! If you aren’t sure, now’s the time to become better prepared to answer this question next year. Goal planning for your business doesn’t have to be stressful. In fact, with some tips and tricks, planning can...

Hall-of-Fame NHL star Wayne Gretzky was once quoted saying, “I skate to where the puck is going to be, not where it has been.” His approach to the game during his playing career was to place himself where he needed to be or needed to go in order to take advantage of...

To keep your office running efficiently, you need to stay proactive and observant. If not, your growing practice can quickly become home to a host of workplace inefficiencies. Symptoms of advisor workplace inefficiency include ongoing, repeated mistakes, unhappy...

A recent interview with Sam Stubbert of Succession Lending shed some light on the changing landscape of mergers, acquisitions, and succession planning for independent and registered investment advisors. With the average age of financial advisors at 51 and 38% expected...

Whether you like them, hate them or are indifferent, robo-advisors are here to stay. Since Betterment made its debut a decade ago, there are now more than 200 robo-advisors with AUM projected to reach $2 trillion by 2020. Have no fear, robo-advisors will never be able...