by OnBord | Advisor Advice
Financial advisors are transitioning between firms more frequently as mergers and acquisitions (M&A) activity has been hot over the past few years. And given the average age of financial advisors is around 60, ownership of many practices will be changing in...
by John Bernardo | Advisor Advice
OnBord is seeking a dynamic President with an exceptional track record of transformational leadership and the ability to leverage the company’s assets, market position, and existing relationships to drive continued growth. He / She will bring visionary leadership in...
by OnBord | Advisor Advice
For registered investment advisors (RIAs), client onboarding is a crucial part of the job. With client assets at stake, firms must get the process right to protect their revenue. Unless an RIA has a solid client onboarding process in place, they run the risk of losing...
by OnBord | Advisor Advice
The world has gone digital, and financial advisors and their firms looking to stay relevant are realizing the need to adapt accordingly. Society’s continuous integration of technology into everything we see and do has led to a significant shift in business, with...
by OnBord | Advisor Advice, Client Experience
In the recent past, going digital meant having a user-friendly website where clients could sign up and view account information or better understand your service offering. Today, clients are asking for much more than just a functioning website. One of the current...
by OnBord | Advisor Advice
Transitioning your book of business or going independent are questions that many financial advisors ponder. Many who switch firms often boast about it being the best decision they have ever made but not without experiencing some level of frustration due to...
