April 26, 2023
The move is said to give its clients access to more investment options and its advisors additional flexibility. Stuart Jones, CFP, LUTCF and Rudy Rodriguez formed Kinship in 2019 after long and successful careers in financial services. Read More→
Read MoreNov 3, 2022
The three-quarter point hike marks the fourth consecutive hike of its kind and may not be the last one we see this year. Alex Reffett with East Paces Group says The Fed is making moves to keep people from spending money, which should help curb the inflation that has impacted so many people. Watch Now
Read MoreOctober 27, 2022
Sometimes the financial services industry can feel a bit “dog eat dog”— especially when it comes to acquisitions. Instead of relying solely on organic growth, many of the fastest-growing advisory firms simply choose to buy another business. And while the idea of acquiring another firm to achieve instant growth may be tempting, there are inherent risks in doing so. Read More→
Read MoreOctober 10, 2022
Achieving growth at scale empowers owners and their advisors with more time to do what is most critical to the success of the business — such as building and strengthening client relationships, managing investments, and developing new skillsets. Read More→
Read MoreSeptember 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→
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