3 Ways the Home Office Can Position Advisors for Growth

As the wealth management industry continues to grow, even the most successful advisory firms have to adapt to stay ahead of the competition. Whether implementing new technologies to streamline advisor processes, allocating more time to advisor and AUM growth, or ensuring seamless collaboration between teams and the home office, it’s crucial that your advisors in … Continued

Is the Market Back to Normal? Q2 2021 Fund Flows

With increasingly available vaccines, businesses reopening, and most people eager to get out of their homes, Q2 saw a dramatic rise in the S&P 500, up 15.25% in 2021 through June. Meanwhile, the Bloomberg Barclays US Aggregate moved higher from its 2021 low but was still down 3.21% at the midway point of the year. … Continued

5 Things To Know Before Buying an IPO

IPOs? More like IP-woes, am I right? Unless you got in on Beyond Meat (BYND) early — good for you if you did — you’re probably eating losses from that IPO you bought into this year. While Beyond Meat, PagerDuty (PD), and Zoom Video Communications (ZM) have debuted with well-deserved hype, other big names like … Continued