Jason Bernic

We are witnessing a distinct acceleration in acquisition activity across the financial-planning market. Not only are large firms actively seeking growth through acquisitions, but smaller practices are also playing an increasingly proactive role. Those with five advisors, ten advisors or a niche client base are looking to buy or merge in order to grow their book, enhance client service, share infrastructure and lighten the burden of ownership. Here are some of the key dynamics driving this...

Many financial planning businesses operate on the belief that more clients automatically means more profit. But what if part of your...

Recent insights into how our brains work are reshaping advisor‐client relationships. Understanding the brain – especially the dynamics...