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Our Recent Insights

Welcome to our collection of recent insights. Learn what we think about different firms and platforms across the industry. Be inspired by our featured stories of the best women in the business. Consider a future path toward changing broker dealers, joining a firm, finding a successor, or launching a new RIA.
 
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Women Advisors Making an Impact Firms in Focus More Insights
Read Tia McNamara's Story

How Tia McNamara's Personal Journey Ignited a Passion For Financial Advising and Led Her to a New Chapter With City Square Wealth Management

Read Yonhee Choi Gordon's Story

How Yonhee Choi Gordon found her place in the financial advising world and helps others do the same

Read Jennifer Kirby's Story

How Jennifer Kirby leveraged her strengths and experiences to transition careers, launch a thriving RIA, and help others reach their goals.

Read Dana Wilson's Story

How Dana Wilson inspires the next generation by reinventing what financial advising looks like

Read Betty Wang's Story

How Betty Wang, CFP® helps other women understand their finances and make empowered decisions about money

Read Danielle Harrison's Story

How Danielle Harrison, CFP®, CFT-I™ turned a childhood fascination with money and finances into a thriving advising business

Read Marianne Nolte's Story

How Marianne Nolte, CFP®, went from guiding her parents through financial decisions to helping fellow women take control of their finances.

Read 2022 Year in Review's Story

Here’s what we learned from eighteen women in the financial advisory industry chosen to be part of our 2022 Women Advisors Making an Impact project.

What Financial Advisors Need to Know Before Going RIA

These are common misconceptions in the financial industry that have held back advisors from leaving their broker-dealer behind and launching an RIA.

Read Brooklyn Brock's Story

How Brooklyn Brock created a one-of-a-kind firm to help fellow advisors with their financial planning...

Read Inga Timmerman's Story

How college professor and financial planner Inga Timmerman guides individuals to improve their finances, lives, and happiness...

What Financial Advisors Need to Know Before Changing Firms

These are the 12 best practices to keep in mind if you are a financial advisor considering a transition to another firm.

Firms in Focus: Burney Advisor Services

Vantage Impact looks in detail at Burney Advisor Services, how they differentiate themselves, and what types of advisors would be a good fit.

What Financial Advisors Need to Know Before Accepting An Offer

An offer to join a new firm can come in forms you might not be expecting. Learn how to use these offers to your benefit and avoid disappointing surprises.

What Financial Advisors Need to Know About Broker Protocol

The broker protocol is one of the biggest indicators about how your firm views whether your client is yours (advisor) or theirs (firm). Read more!

Firms in Focus: 5 Things To Know About B. Riley Financial

Vantage Impact looks in detail at B. Riley Financial, how they differentiate themselves, and what types of advisors would be a good fit.

Firms in Focus: Mariner Platform Solutions

Vantage Impact looks in detail at Mariner Platform Solutions, how they differentiate themselves, and what types of advisors would be a good fit.

Firms in Focus: Commonwealth

Vantage Impact looks in detail at Commonwealth how they differentiate themselves, and what types of advisors would be a good fit.

What Are The Most Important Steps to Consider When Launching Your Own RIA?

Get a better idea of what it will take to ensure you have everything in line to launch your own RIA.

Have You Considered the Human Side of a Financial Firm Acquisition?

If you are an advisor considering a financial acquisition, consider these 5 non-financial, human factors to ensure success.

What Financial Advisors Really Want in a New Firm

We explore the five most attention grabbing, downright irresistible options offered by firms looking to recruit the best and the brightest in the business.

Starting an RIA? Simplify Advisory Compliance with an Outsourced CCO

Financial advisors looking to start an independent practice or RIA can simplify compliance with Joot, an outsourced CCO and technology platform.

Get More Leads for Financial Advisors with Better Website Design [4 Key Website Recommendations]

Get more leads for financial advisors with 4 key website recommendations.

Considering Moving Firms as a Financial Advisor? Keep 3 Things in Mind

Keep these 3 key things in mind when thinking about moving or transitioning firms as a financial advisor.