-
Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.June 21
-
There’s a lot to be said for being lean and mean.April 3
-
Why RIAs are focusing on firm success rather than individual performance.April 1
-
About 63% of industry professionals say they’re interested in working for a new firm.March 27
-
Bringing on new employees can spur growth, but can also complicate compensation structures.February 8
-
Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.September 18
CEOSavant Capital Management
-
I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.August 9
ColumnistFinancial Planning
-
AUM, revenue and client base growth are soaring, but advisors must remain vigilant.August 9
-
By the end of June, the Raymond James-affiliated firm says it will surpass its new partner additions for all of 2017.May 29
-
Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.April 2
Founder & Managing DirectorCruz Consulting Group
