Finding and retaining experienced and qualified investment talent remains a challenge for family offices, according to…
Tag: Retention
Understanding the Client Retention Hurdle in RIA Sales
In my years traveling the country to work on M&A transactions in the wealth management space,…
LPL on Track for 90% Commonwealth Advisor Retention, Reports Strong Q1 Growth
LPL Financial is “in line” to meet its 90% advisor retention rate goal for Commonwealth Financial…