Check out our latest insights.
Going Independent? Common Challenges IARs Need to Overcome
September 30, 2024
We discuss the unique set of challenges that come with growing your practice or going independent and how the WAA can help you overcome these barriers.
The Value of Being a Fiduciary Financial Advisor
July 2, 2024
We discuss some of the competitive advantages that being a financial fiduciary advisor offers and how the WAA can support advisors in this capacity.
Co-Managing Partner Jonathan Rogers Featured On Asset TV
June 25, 2024
In April, Co-Managing Partner Jonathan Rogers was featured on Asset TV. Watch the full interview.
Juan Ros, CFP®, AEP®, CEPA®, CVGA® Has Been Named a Partner for Forum Financial Management
May 31, 2024
Juan Ros, CFP®, AEP®, CEPA®, CVGA® has been named a partner for Forum Financial Management, parent company of the WAA. In the following Q&A, Juan shares his perspective on financial planning, charitable giving and building relationships.
Bob Veres and Forum Partners on Why “The Fourth Option” Could Be the Best One Yet
May 22, 2024
In April, Bob Veres discussed with Forum partners the unique partnership model created by Forum Financial Management, parent company of the Wealth Advisor Alliance. Read more.
Business Intelligence Dashboard: Knowing What Practice Metrics Matter
March 25, 2024
Without actively monitoring and measuring your firm's performance, you cannot tell if you are meeting your goals. A business intelligence dashboard can highlight areas that will allow you to better manage and track the data in your practice. Learn more.
Determining the Cultural Fit of a Prospective Partner
February 16, 2024
Due diligence can help determine whether a prospective partner's culture aligns with your own. We offer some key questions to consider when assessing cultural fit and compatibility.
Q&A With Julie Schatz, CFP® and Jennifer Cray, CFP® on Joining Forum Financial Management
January 25, 2024
We talked with Julie Schatz, CFP® and Jennifer Cray, CFP® about their approach to financial planning, their relationships with clients and why they chose to join our parent company, Forum Financial Management.
The Benefits of a Continuity Plan for Your Financial Advisory Firm
December 8, 2023
What happens to your business if something happens to you? We discuss the benefits of having a business continuity plan and key items to keep in mind when developing your plan.
4 Items to Consider When Preparing to Sell Your Firm
October 16, 2023
For many firm owners, there comes a time when selling may be the best option to achieve business or personal goals. We discuss four considerations to keep in mind as you prepare to sell your firm.