New RIA aggregator on the block, Transcend, formed by execs from Mercer and Budros, Ruhlin & Roe., partners with Lincoln Investment to invest in growing fee-only RIAs.
Model portfolios are an increasingly popular way for advisors to reduce the time needed to manage individual client portfolios. This way, advisors can spend more time growing their overall practice while providing existing clients with the benefits of a professionally-managed portfolio.
When an advisor signs a recruiting deal, the firm is making an investment in that individual, and the advisor is signifying the intent to make good on the firm’s investment. But situations change over time. Is there a way out?
Join us on October 18th for a comprehensive assessment of the ways in which your clients can successfully navigate this inflationary environment and discover potential solutions for finding income despite these new realities.
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