Succession Link invited me to participate in “Growth Through Acquisition: Finding the Right Fit” as a subject matter expert who has used its platform to successfully acquire a retiring advisor’s practice. Please enjoy the following webinar during which I discuss...
Passive Investing His struggle to attract assets shows how low fees and passive investing have brought star managers back down to earth. That’s the subheading of the InvestmentNews article. An excerpt: Vance Barse, wealth strategist at Manning Wealth Management,...
The company hopes technology can help advisers overcome compliance hurdles. That’s the subheading of the InvestmentNews article. An excerpt: D. Vance Barse, a wealth strategist with Manning Wealth Management, said he doesn’t use Instagram because he...
Vance Barse AIF®, Wealth Strategist vancebarse.com Think of all the wisdom you’ve gleaned in your career from years of hard work, sacrifice, and dedication. Now consider what you’ve learned about your profession simply by being in it. You know, the good, the bad,...
Hedging clients’ portfolios only after a stock market plunge is like shopping for seat belts after a crash. That’s the subheading of my column in ThinkAdvisor. An excerpt: The recent stock market decline reminds us that risk happens fast. Bond values also dropped,...
