There's more than one approach to advisor succession
Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
There are ethical and practical considerations when selling your book
FINRA issues new guidance on brokerage business succession planning
Business owners planning for succession must meet certain criteria
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem
The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge