Mag Black-Scott

Things have changed and will continue to do so; advisors shouldn't be deterred.

When wirehouse brokers consider shifting to independence, they need to weigh a lot of factors and ask a lot of questions. John Stuart and Mag Black-Scott of Beverly Hills Wealth Management provide 11 questions that should be top of mind before making the move.

As we see Washington posturing over the fiscal cliff, we are right to wonder where the Statesmen (and women) are. But what to do from an advisor’s perspective?

Many financial advisors think about leaving the ‘safety’ of the Mothership - you know, the large firm that takes 60% or so of every nickel earned - but then when push comes to shove, can it be done? Resoundingly the answer is “yes”.