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Partnerships
Voices
The dangers of non-planners owning planning firms
Bob Veres
Columnist
The Focus Financial IPO has Bob Veres worried about the problems outside investors may bring to the planning/client relationship.
Voices
An RIA firm’s last-minute pivot after near collapse
Dave Grant
Founder and planner
Retirement Matters
"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.
When married advisors part ways
A split after working together is traumatic. Here are ways to make it less disruptive and stressful.
3 key ideas to consider when onboarding a partner
Once the workload has become too much, be careful and deliberate about teaming up.
4 steps to mastering the art of networking
No adviser alone can be an expert for all clients' needs. Here’s how to build a network of fellow professionals, influencers and experts.
Working with Accountants Can Lead to Referrals
Playing nicely with CPAs can help advisors land new clients.
