Check out our latest insights.

The Succession Planning Process While Working Remotely

The Wealth Advisor Alliance explains how financial advisors can plan for succession while working remotely with six points to consider.

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The Wealth Advisor Alliance’s Parent Company Reaches $5 Billion Milestone

Forum Financial Management, the WAA's parent company, has surpassed $5 billion of assets managed or serviced as of December 31, 2020.

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Q&A With Joe Vogenthaler, the Latest Advisor to Join Our Platform

Joe Vogenthaler looks back at his decades-long professional career as an equity and commodities trader and considers the decision he made to become an Investment Advisor Representative via the Wealth Advisor Alliance.

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LIFEWATER Wealth Management Joins the Wealth Advisor Alliance

We are excited to welcome LIFEWATER Wealth Management and Fredrick Standfield to the Wealth Advisor Alliance. Fredrick, who ended 2020 by obtaining his CFP® certification, shares his perspective on establishing LIFEWATER.

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David Smith Advisory Joins Forum Financial Management Expanding Florida Presence

The WAA is thrilled to welcome David Smith Advisory and David Smith, CLU, ChFC, CFP®, as a partner of Forum Financial Management. In his Q&A, David shares why he chose to join Forum and the benefits for his team.

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Marie Stark Rises to Partner of Forum Financial Management

Marie Stark, CPA has been named a partner for Forum Financial Management, the WAA’s parent company. In the following Q&A, Marie looks back on her professional journey and discusses the next phase of her career.

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Top 5 Most Read Articles in 2020

Through monthly newsletters and curated content, the Wealth Advisor Alliance provides materials for financial advisors to reference at any stage of transforming their career. Read the year’s most viewed content.

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Plans to Accelerate Growth Lead Trexler Financial Advisors to the Wealth Advisor Alliance

The Wealth Advisor Alliance is pleased to welcome Trexler Financial Advisors and Jared Trexler. In his Q&A, Jared shares why he chose to become a financial advisor and go independent.

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Breakout Private Wealth Joins the Wealth Advisor Alliance

We are excited to welcome Breakout Private Wealth and Phil Telpner to the Wealth Advisor Alliance. Read about Phil’s journey establishing his Registered Investment Advisor firm.

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Cybersecurity: Protect Your Clients, Protect Your Practice

The Wealth Advisor Alliance discusses the importance of applied cybersecurity measures that encourage greater client confidence and a more secure future for your practice.

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