financial advisors

Bridgemark Strategies Launches Free, Online Advisor Business Marketplace

2023-11-03T12:29:29-04:00

Bridgemark Strategies Launches Free, Online Advisor Business Marketplace by DWN Staff October 28, 2023 Bridgemark Strategies, an independent consultancy that supports transitions and M&A in the financial advisory space, recently launched a free, curated database of financial advisory owners looking to add next generation talent of advisors to their firm. The site, called Bridge Marketplace, also offers a listing of advisors that are willing to be successors and are willing to switch firms for the right opportunity. Bridge Marketplace is the first and only search engine created specifically for advisors interested in finding like-minded successors by geographic area, according to the Charlotte, North Carolina-based firm. Nearly 20% of the over 300,000 financial advisors working in the United States are currently considering changing firms, explained Bridgemark Strategies’ release. With over 50,000 advisors at any given time considering a change, there is a significant market for this kind of service. “When coupled [...]

Bridgemark Strategies Launches Free, Online Advisor Business Marketplace2023-11-03T12:29:29-04:00

The Right Stuff: How Wealthtech Can Amp Up a Firm’s Value Proposition With Recruits

2023-11-02T19:11:23-04:00

The Right Stuff: How Wealthtech Can Amp Up a Firm’s Value Proposition With Recruits by Jeff Nash, Founder & CEO, Bridgemark Strategies August 1, 2023 When it comes to winning the battle for the best advisors, technology plays a critical role. Constant innovation, including the growing presence of artificial intelligence (AI), only adds to the complexities for firms intent on creating a tech offering that will resonate with high-producing advisors and teams – during the transition process and beyond. Fortunately, the plethora of wealthtech and regtech solutions ease onboarding and offer scale and support to advisors after they’ve made the move. Indeed, the sheer volume of options can be considered a challenge! What technologies add gravitas to a firm’s value proposition? Well, that depends on the goals of the advisor and the firm. Solutions that facilitate a seamless transition, offer plug-and-play capabilities, create ongoing efficiencies, deliver comprehensive compliance solutions, elevate the [...]

The Right Stuff: How Wealthtech Can Amp Up a Firm’s Value Proposition With Recruits2023-11-02T19:11:23-04:00

Independence Still Beckons. And it’s Still Worth it.

2023-08-02T14:40:38-04:00

The road to independence isn’t an easy one. And it’s not for the fainthearted. As July 4th approaches and we commemorate our nation’s 247th birthday, the rewards of independence are all around us. While we honor the men and women who bravely took the steps that led us here, it’s admittedly difficult to appreciate the circumstances they found themselves in… the worries that accompanied their struggle, the doubts that may have entered their minds, the fears that their bold idea would be met with derision or apathy. Despite all this, they remained focused on the prize they were fighting for and emerged triumphant. We continue to reap the benefits of their efforts. Independence and the freedom it affords remains a driving force within the wealth management industry. According to a recent Cerulli report, on average, 71% of advisors surveyed had a preference for independent affiliation – including independent broker/dealer (IBD), hybrid [...]

Independence Still Beckons. And it’s Still Worth it.2023-08-02T14:40:38-04:00