Check out our latest insights.

3 Questions to Ask Yourself When Deciding to Scale Your Advisory 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.

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What’s Your Plan? Advisor Perspectives Features Marcus Heinrich on Succession Planning

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.

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Advisors Who Outsource Accelerate Firm Growth and Build Stronger Succession Plans

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.

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Startup Advisor Firm Legacy Wealth Joins the Wealth Advisor Alliance

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.

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What Advisors Need to Know When Considering Outsourcing

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.

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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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