A report from the Family Entreprise Foundation offers ideas to prepare the next generation
Clients have until end of year to take advantage of looser C-208 rules
The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join the crowd
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
Challenges caused by the Covid-19 pandemic have affected owners’ exit timelines, the CFIB says
Availability of capital is influencing acquisitions
FINRA issues new guidance on brokerage business succession planning
Financial advisors’ succession strategies include transferring books to family members and building up their advisory teams
Thinking about retirement doesn't have to be difficult
An expert explains how and why to prepare details about your practice and clients