Insights

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.

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.

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.

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.

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.

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.

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

What are the financial benefits of going independent? In our infographic, we compare the pay of entrepreneurial financial advisors and non-independent salaried employees.

Access the recording and transcript from WAA’s recent webcast, “What Your Practice Needs to Grow,” hosted by Brian Shapiro with Jonathan Rogers. They discuss how firms can successfully leverage their distinct capabilities while planning for capacity, efficiency and profitability.