by equityadvisdev | Jan 4, 2023 | Succession
Without a succession plan, a small advisor firm could lose virtually all its market value in a single instant—leaving family and heirs with nothing. The good news: succession planning doesn’t have to feel overwhelming. In our previous post, we broke down succession...
by equityadvisdev | Apr 12, 2022 | Uncategorized
Many advisors watched the growth of cryptocurrencies with caution, even skepticism. Were they a fad? Did such volatile assets belong in a portfolio? How could advisors incorporate them? Many advisors held back, waiting to see whether crypto eventually became more...
by equityadvisdev | Jan 3, 2022 | Uncategorized
When you first became an independent registered investment advisor, you probably didn’t realize you’d also be moonlighting as an IT manager, a technology systems integrator, web developer, data entry clerk, migration specialist, troubleshooter, and customer support...
by equityadvisdev | Oct 14, 2021 | Uncategorized
Have you been broadening your clients’ exposure to alternative investments over the past few years, especially in areas like real estate, private equity, or private debt? If so, you’re not alone. A long run of low interest rates has prompted advisors to diversify...
by equityadvisdev | Jul 22, 2021 | Service
We’ve all seen the recent headlines about declining service to advisors. You may even be facing issues yourself. Imagine: a custodian takes its business in a new direction, and suddenly, simple service requests that once took 24 hours now take weeks to resolve. The...
