There's more than one approach to advisor succession
Rep sought to bring funds she managed for clients to new business
Availability of capital is influencing acquisitions
There are ethical and practical considerations when selling your book
A dispute among high-performing financial advisors demonstrates the importance of a clear departure agreement
Some advisors take on too many clients outside their core market, warns Cerulli Associates
Clients who run out of money in retirement could bring negligence claims against too-conservative advisors
A session at the IFB Spring Virtual Summit offered insights for advisors
Are your clients invested too much in Canada?
Even the best financial advice must contend with other sources of information