Succession planning – 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

melissa — Wed, 09 Aug 2023 20:09:14 +0000

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

melissa — Tue, 20 Jun 2023 10:00:25 +0000

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

Mark — Mon, 29 May 2023 16:17:18 +0000

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

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

There are ethical and practical considerations when selling your book

gregmeckback — Wed, 02 Nov 2022 18:44:07 +0000

FINRA issues new guidance on brokerage business succession planning

michelleschriver — Tue, 23 Aug 2022 19:42:16 +0000

Business owners planning for succession must meet certain criteria

melissa — Wed, 10 Aug 2022 15:59:34 +0000

False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

melissa — Wed, 11 May 2022 14:50:23 +0000

A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem

stephanievanheuvelen — Mon, 14 Mar 2022 14:00:31 +0000

The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge