In Case You Haven’t Heard…
LaSalle St. Announces Second Consecutive Year of 100% Advisor Retention and Recruitment of More Than a Dozen Independent Advisors Representing $650 Million in Client Assets
LaSalle St.’s Advisor-First Service Approach and ‘Culture of Yes’ Result in Outstanding 97% Advisor Satisfaction Rate in 2021
Going RIA–The Industry’s Myth of Inevitability
LaSalle St. Welcomes New Recruits Chesnut & Associates To Its Fast-Growing Network From Avantax Advisory Services
Odessa, Texas-Based Wealth Management and Tax Planning Firm Brings More Than $125 Million in Total Client Assets and Over 35 Years of Experience to LaSalle St.
Round Table: Tech Enabled Recruitment Trends Two Years into the Pandemic
Wealth Management Firms Adapt to Increasingly Digitized Financial Advisor Recruiting
LaSalle St. Successfully Recruits Two Independent Wealth Management Firms From LPL Financial And Securities America
Wilmington, MA-Based Brisbois Capital and Chicago-Area Associates Group Bring $160 Million in Total Client Assets and Over 50 Years of Experience to LaSalle St.
LaSalle St. Successfully Recruits $200M Philadelphia-Area Investment Advisory Practice Retirement Planning Specialists To Its RIA Platform
Move to LaSalle St. Investment Advisors Enables Retirement Planning Specialists to Simplify Operations, Enhance Focus on Clients as Investment Advisor Representatives, Rather than Running Standalone RIA
Four-Advisor Firm Brings $200 Million in Client Assets to LaSalle St.’s RIA Platform
LaSalle St. Successfully Recruits $100 Million Husband-And-Wife Advisor Team From Cetera
Suburban Chicago Practice Specializes in Financial Planning, Asset Management, Wealth Management and Tax Planning
INTERSECTION OF NEXT GEN & SUCCESSION PLANNING
BY MICHAEL MADDEN
May 26, 2021
LaSalle St. Reimagines Next Gen Recruiting and Succession Planning and Advisor M&A Lending to
Drive New Value Creation and Growth Opportunities
LaSalle St. Launches Comprehensive Medicare Support Offering To Create Additional Growth Opportunities For Financial Advisors In Health Planning For Clients
Access to Medicare Plans from Multiple National Carriers to Be Offered as Part of LaSalle St.’s HealthConnect Platform, a One-Stop Resource for Client Health Insurance Needs
Robust Access to and Support for Health Insurance Options Empower Financial Advisors to Fill a Crucial Need for Clients, Strengthen Engagement and Provide Additional Value
Identifying Key Growth Opportunities Over the Next 4 Years
The pandemic has condensed many potential sellers’ timetables for exiting the business, and will most likely create new avenues for hungry buyers to grow through acquisition.
By Mark Contey
March 24, 2021