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Signing bank documents

There's more than one approach to advisor succession

  • By: Mark Burgess
  • September 21, 2023 September 21, 2023
  • 15:48
Signing bank documents

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

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FINRA issues new guidance on brokerage business succession planning

Full rolodex

Report Cards show financial advisors headed into the market volatility with a buffer

Top-heavy rock sculpture

Advisors who made more than $1 million jumped to 14.4% from 3.1% last year

A man pushing a lever to increase productivity

Branch-based advisors with the Big Six enjoyed book and client-roster growth

Toronto downtown with new streetcar

Safeguard your business by knowing your client’s PoA and executor

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Sophisticated buyers will know what to look for to determine if it is a compliant business

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Buying a book of business can be an effective way to increase the size of your practice. But getting it right is no simple task

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The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice