INSIGHTS
News, Articles and Financial UpdatesThe Importance of Valuations
We’re often asked the question “Why do I need a valuation, especially if I have no intention of selling the business any time soon?” We always...
Would You Hire You?
How often have you gone to a website to better understand a business and walked away more confused and less informed than when you first Googled...
FAs Must Go Beyond Technical Expertise to Drive Effective Post-Pandemic Client Service
With technology ubiquitous and remote work the norm, wealth management firms are focusing on helping FAs drive deeper client relationships as...
Financial Advocates Expands Footprint and Welcomes New Advisors Following LPL’s Acquisition of Waddell & Reed
OLYMPIA, WASH. (PRWEB) SEPTEMBER 28, 2021 Financial Advocates, LLC (FA), the largest Office of Supervisory Jurisdiction (OSJ) with LPL in the...
LPL Nabs $150M FA Practice from Blucora’s Avantax
LPL Financial says it has lured another wealth management team from Avantax Investment Services, part of Blucora. Longview, Texas-based Benchmark...
Cracking the Code in Financial Services From a Catamaran
Running a business of any kind is a daunting task in the best of times. But on a boat in the middle of a pandemic? That’s a gamble Christian D’...
Financial Advocates Celebrates 25 Years in Business, Expands Marketing Consulting Services to Support Financial Advisors in 2021
The company’s high-touch service continues to strengthen the arsenal of tools independent advisors need for success in 2021 Olympia, WA —...
Building a Strong Succession Plan is a Marathon, Not a Sprint
The oldest and most prestigious road race in America – the Boston Marathon – is a bucket list race for runners. Between its grueling Heartbreak...
The Financial Planning Trends to Leverage in 2021 and Beyond
The year 2020 has been all about resilience. While advisors know to expect levels of volatility within the market, the ways in which we conduct...
Financial Advocates Investment Management Selects KCD PR as Agency of Record
Financial Advocates will capitalize on KCD PR’s advanced capabilities to boost the company’s strategic communications platform San Diego, CA —...