Growth strategies

A firm with no website and a generic name has served internet pioneers Pierre Omidyar and Jerry Yang for decades.

New products constructed on more stringent ESG criteria than the so-called greenwashers often can’t be accessed through large wealth managers.

Kuttin Wealth Management is four years into an ambitious strategy to build offices nationwide using the model of its founder’s practice.

Penn Mutual-owned Hornor, Townsend & Kent has completed an executive shakeup after its advisor headcount fell by 10% last year.

A 3-step process can get the planner in touch with their professional and personal origin stories before mastering social media technology.

Concurrent is having its best recruiting year ever, and the firm’s new managing director of business development aims to boost its expansion even more.

The delicate balance between the No. 1 IBD and its ‘critical clients’ is evolving as the industry changes.

Despite smaller growth amid the coronavirus last year, FP’s 36th annual survey revealed the significant level of business raked in by 46 wealth managers.

With such a massive number of deals and tens of billions of dollars in assets changing hands, even experts sometimes struggle to keep up.

Kristin Kimmell brings decades of experience and notable success as the replacement to the former head recruiter promoted only last year.