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Join The WealthPlan team as we explore topics around investments, practice management, advisor technology, and more.

CIO Erik Ogard on Diversifying Your Portfolios – Market Overtime

Erik Ogard, our Investment Committee Chairman of WealthPlan Group, was recently featured on TD Ameritrade Network‘s Market Overtime to discuss the importance of diversification in long-term investing. He mentions the 10-Year Treasury Index (TNX), as well as talks about how inflation impacts portfolio allocation. “In hindsight, we can always look at the stocks that performed…

Common Exit Options for Retiring RIAs

Why did you start your RIA? Pretty much every advisor has an answer ready for that question. You may share your value proposition, mission or vision statement to give an idea of your firm’s why.  Here’s a question that gets far less consideration: Why are you selling your RIA? Of course, there’s the obvious answer:…

3 Signs It’s Time for You to Retire from Your RIA

As a Registered Investment Advisor, you are part of an elite group of professionals who have a real passion for your job and a deep understanding of what goes into running a successful business. Chances are you left the wirehouse so you could have a more direct and transparent relationship with your clients and have…

Client Handoffs During an Acquisition: 4 Tips to Do It Right

When you’re ready to sell your firm, you are probably most excited about your next chapter, but also wondering how the transition will go after you leave. You’ve dedicated your life to building your firm into what it is today, and you want to see it continue to be successful—and you want to make sure…