Insights

We are pleased to share Forum Financial Management, LP, parent company to the Wealth Advisor Alliance, ranked 44 on the Barron’s 2021 Top 100 RIA Firms.

The Wealth Advisor Alliance explores how RIAs can learn from the healthcare industry with lessons on how to quickly adapt to change due to the pandemic while continuing to focus on the long-term success of their practice.

While a common motive for scaling a practice is the desire to take firm profitability to the next level, growth does not necessarily mean higher profits. In our blog, we share three important questions to ask yourself when deciding to scale.

In his May Advisor Perspectives article, Forum Financial Advisor Marcus Heinrich discusses succession planning and reveals the one big mistake advisors make regarding succession: They start planning too late.

In this Q&A, Brian Shapiro, Wealth Advisor Alliance advisor development officer, makes the case that advisors achieve greater success accelerating firm growth and planning for a seamless succession with the support of an outsourced provider.

We are pleased to welcome Reggie Rhodes and Legacy Wealth Management Group to the Wealth Advisor Alliance. In this Q&A, founder Reggie Rhodes discusses why he decided to establish Legacy Wealth and work with the WAA.

Dedicated operational support is essential for the growth and sustainability of your practice. In this article, we weigh the pros and cons that may come with an outsourced solution.

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

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

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.