June 2, 2022
It’s said that if you fail to plan, you better plan to fail. As financial professionals that should come as no surprise. But what is a surprise is the fact that so many advisors have not started planning—let alone thought about—their own retirement. Read More→
Read MoreMay 6, 2022
For many advisors, going independent can be extremely appealing. At the same time, leaving the extensive infrastructure and other resources that an established wirehouse provides can often deter advisors from making the leap to independence. While the idea may seem daunting at first, the potential rewards for doing so are innumerable — especially for clients. Read More→
Read MoreMarch 21, 2022
[At East Paces Group] We’ve had an aggressive strategy in place since our inception in 2019. As part of that strategy, we’re growing an independent RIA network that provides advisors with the flexibility they’re longing for but with the infrastructure in place to provide a sense of security as they transition to independence. Read More→
Read MoreMarch 15, 2022
In this interview with Atlanta Business Radio, principal and co-founder Alex Reffett discusses how an independent RIA network structure has allowed the firm’s advisors to provide clients with custom and turnkey portfolio solutions. Listen Now→
Read MoreFebruary 28, 2022
Advising is a noble profession, but it can quickly become daunting when the business side of owning your own practice gets in the way. Read More→
Read MoreJanuary 19, 2022
With a new year upon us, it’s only natural to reflect on the ups and downs of the past 12 months – and to think about the direction we’d like to go over the next 12. And while nothing is completely predictable (a lesson we keep relearning, it seems), we can use the trends and insights of 2021 to help shape the way we operate in 2022. Read More→
January 11, 2022
Alex Reffett, the principal and co-founder of adviser firm East Paces Group in Decatur, Georgia, recently sat down with PLANADVISER for a wide-ranging interview, during which he reflected on some key lessons learned in 2021 and shared some suggestions for providing great client service in 2022. Read More→
Read MoreDecember 31, 2021
After 2021's stellar market gains, we expect more modest returns for 2022. Our view is that 2022 will be the year in which the global economy experiences a full recovery….Read More→
Read MoreDecember 1, 2021
A 2018 study by the Financial Planning Association (FPA) found that more than 90% of advisers recognize the risks associated with not having a succession plan, but just 27% had a plan in place to transition when they no longer want to work full time. Read More→
Read MoreNovember 11, 2021
CBS46 discusses how burnout plays a factor in our everyday lives and how we can overcome our daily stressors with productive coping mechanisms. Watch Now→
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