Jun 28, 2024
In this episode, we’re joined by the one and only Dave Hostetler to talk about the evolving world of mergers and acquisitions (M&A) for independent financial advisors. He’s here to share the insights he's gained from talking with small business owners, highlighting current trends like friend-to-friend deals and...
Jun 21, 2024
As the financial services industry continues to evolve, staying ahead of the curve means engaging with the next generation of clients and advisors. Today we are joined by FIG’s Chief Strategy Officer, Nicholas Ross, to discuss the transfer of wealth to younger generations and the integration of younger clients and...