5 min read
The Great Wealth Transfer: Are Financial Advisors Prepared?
We've all heard about it. We know it's coming: the Great Wealth Transfer. Baby Boomers control approximately sixty...
Oct 19, 2023 by Silvia Roa-Madan
We've all heard about it. We know it's coming: the Great Wealth Transfer. Baby Boomers control approximately sixty...
Jun 6, 2023 by Silvia Roa-Madan
By leveraging the knowledge, network, and connections of an outsourced specialized CMO, advisors can achieve better...
May 2, 2023 by Silvia Roa-Madan
RIA owners and independent advisors need to be mindful of the valuable time and resources spent on doing their own...
Mar 29, 2023 by Silvia Roa-Madan
Would you advise your clients to manage their own portfolios? Of course, some of them could figure out how to do it—but...
Jan 6, 2023 by Matt Heitman
Successful organic growth entails more than just one-off referrals, especially when it comes to centers of influence...
Dec 21, 2022 by Matt Heitman
The odds are that in the next few years, whether you’re a large firm looking to scale or a small practice looking for a...
Dec 12, 2022 by Silvia Roa-Madan
Many wealth management firms target exclusively the ultra-wealthy. These firms often believe that one email or a couple...
Nov 16, 2022 by Matt Heitman
The wealth management industry has changed significantly in the past ten years, but that was just a small taste of...
Aug 11, 2022 by PRNewswire
WESTPORT, CT / PRNewswire — Edge Partners™ announced today the formation of a new marketing division called Edge Creative Growth. This new venture...
Jan 19, 2022 by PRNewswire
BOSTON, MA / PRNewswire — Concord Wealth Partners, an Independent Registered Investment Advisory firm ("RIA"), has formed a strategic partnership...
Feb 1, 2021 by PRNewswire
ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable resource, Concord Wealth Partners, an Independent Registered...
Jan 27, 2021 by PRNewswire
ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...
Dec 3, 2020 by PRNewswire
CHARLOTTESVILLE, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...
Nov 16, 2020 by PRNewswire
ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Asset Management (“CAM”), an independent...