Three Keys to an Ideal Business Transition

Posted by Jeff Thomas on May 26, 2020

100% of businesses eventually change ownership.

Who is the next owner of your business?

Read More

Narrative Before Numbers

Posted by Jeff Thomas on May 20, 2020

In my blog “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

Read More

Generational Wisdom: The Power of Story

Posted by Sarah Bradley on May 11, 2020

We are obsessed with culture: how to create it, sustain it, and multiply it . But culture isn’t merely for companies and organizations. Every family has its own culture as well.  This culture is built moment by moment over the lifespans of current, former and future...

Read More

The 3 Mega-Trends in the Wealth Management Business

Posted by Jeff Thomas on May 11, 2020

“The model is broken!”

For years, that’s what I said about the wealth management business.

Read More

What Do You Mean the Wealth Management Business Needs to Grow Up?

Posted by Jeff Thomas on May 11, 2020

In my blog  “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

Read More

April 2020 Market Commentary

Posted by Ethan Pollard on May 6, 2020

Equity markets in April experienced their best monthly gains since 1987, as a swift rebound from the coronavirus-induced losses spoke to optimism amidst a rising tally of COVID-19 cases. The S&P 500, a widely followed barometer for US stock performance, gained +12.8%...

Read More