Client book – Advisor's Edge

Positioning your book for a sale

Mark — Thu, 21 Sep 2023 19:45:07 +0000

There's more than one approach to advisor succession

gregmeckback — Wed, 18 Jan 2023 20:24:47 +0000

Rep sought to bring funds she managed for clients to new business

michelleschriver — Mon, 14 Nov 2022 16:25:34 +0000

Availability of capital is influencing acquisitions

stephanievanheuvelen — Mon, 07 Nov 2022 15:30:05 +0000

There are ethical and practical considerations when selling your book

melissa — Fri, 02 Sep 2022 15:00:56 +0000

A dispute among high-performing financial advisors demonstrates the importance of a clear departure agreement

michelleschriver — Wed, 16 Mar 2022 17:53:07 +0000

Some advisors take on too many clients outside their core market, warns Cerulli Associates

stephanievanheuvelen — Tue, 02 Nov 2021 16:30:35 +0000

Clients who run out of money in retirement could bring negligence claims against too-conservative advisors

michelleschriver — Wed, 05 May 2021 17:18:22 +0000

A session at the IFB Spring Virtual Summit offered insights for advisors

stephanievanheuvelen — Fri, 12 Mar 2021 14:00:59 +0000

Are your clients invested too much in Canada?

stephanievanheuvelen — Fri, 05 Feb 2021 15:00:24 +0000

Even the best financial advice must contend with other sources of information