Financial advisors rely on their relationship with their broker/dealer for a variety of functions, from back-office support to practice management, but there’s a difference between broker/dealers that provide a service and those that allow you to elevate your practice and grow your business. If you’re considering switching firms—and especially if you’re making a move from the wirehouse to the world of independence—choosing the best broker/dealer means looking beyond a big name, shiny sign-on bonus, and slick marketing to consider the importance of fit.

Over the past few months, we’ve all had to learn new ways of doing the same tasks we’ve been doing for years. A once familiar road suddenly became uncharted territory. In my case, as a training specialist, this path of new discovery was presenting and training virtually. I was accustomed to helping others learn in person, not through a screen. In the short time I’ve had to adjust, I’ve compiled a few tips for virtual training that could also help you, whether you’re educating clients, improving the skills of your team, or making an important presentation.

Veterans Day is a time to honor the service of U.S. military veterans. For many, this means giving thanks to a friend, family member, or coworker. And, just like you, we have many in our Commonwealth community who have proudly served our country.

When thinking about leaving a wirehouse, the change in compensation will likely be a major factor in the decision. But you may be wondering if increased payouts will offset the added costs. Check out these comparisons to help you evaluate whether independence is the right choice for you.

When opportunities beckon, we often find ourselves faced with difficult choices. If you’re thinking about becoming an independent advisor, you’re dealing with one of the biggest planning decisions you’ll ever make for yourself. Although weighing the pros and cons may seem overwhelming, answering one question could be the key: do you want to be a business owner?