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
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