September 27, 2022
In the financial advisory world, the battle for a younger, more diverse, and skilled talent pool is heating up every day. The many challenges of the pandemic have undoubtedly been transformational to the industry, so embracing and expanding on these changes is crucial to recruiting and retaining top level employees. Read More→
Read MoreJune 27, 2022
In this interview with WSB-TV, East Paces Group’s David McInnis discusses the Fed’s recent interest rate increase and how this could affect the U.S. economy, as well as individual investors. Watch Now→
Read MoreJune 14, 2022
So much of the work we do is helping clients achieve their ultimate goal: a comfortable retirement. But what’s surprising is how many advisors have not started planning their own retirement and succession. Mistakes are easy to make but are easier to avoid if you know what a “bad” succession plan looks like. Read More→
Read MoreJune 13, 2022
In 2022, investors are in a risk-off mood, embracing “a general flight to safety across the board in most asset classes,” said Alex Reffett, co-founder of wealth management firm East Paces Group. “Collectively, investors have shown more interest in value-based investments and less in speculative stocks and alternative ‘store of value’ investments.” Read More →
Read MoreJune 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→
