transition

Switch to a New Firm or Sell the One I Have? by Jeff Nash, Founder & CEO, BridgeMark Strategies Published October 10 on AdvisorHub.com The Eternal Conundrum for Financial Advisors Gets More Complex Every Day Should I stay or should I go? The Clash didn’t have financial advisors in mind when they posed this question in song, but it has been resonating in the RIA space, where one of the most popular questions I receive from advisors is, “Should I sell my business or just change firms?” I have had the opportunity to work with thousands of advisors over the last 25+ years. In earlier generations, advisors typically were set in their thinking and took the traditional route of selling their businesses when the time came – and these were primarily advisors who planned to retire within one or two years. Today, the decision has become more muddied as enterprises [...]