How to Think Outside the ‘Black Box’ on Succession Planning
To boost their practice valuations, advisors must focus on translating prospective improvements into reality, according to Truelytics’ Kevin Connor.
Advisor Group Adding Succession, Communications Platforms
It also formed a council to help address the financial risks of longer lifespans.
Bridge the Gap With Critical Illness Insurance
Few products can help bridge a gap quite like critical illness insurance.
The Almost ESOP Small-Business Succession Strategy
An ESOP alternative using a modified DB plan structure may provide a viable option for small-business owners trying to transition the company (and minimize taxes).
12 ways to engage millennials in insurance and finance careers
Roughly 60,000 new hires will be needed annually to fill the approaching talent gap left by the mass exit of retiring advisors.
5 Guideposts for RIAs to Comply With SEC’s Change of Control Rules
All RIAs will inevitably need to navigate the SEC’s “change of control” rules and guidance. Here’s how to stay on course.
One-way buy-sell agreements: the mechanics and benefits
Succession planning for a closely held business presents a unique set of challenges not seen in businesses with multiple owners.
Advisor M&A Surging to Record Year; Should Be ‘New Normal’: DeVoe
With busiest quarter for deals still to come, 2016 is shaping up as record year for RIA mergers and acquisitions, says Dave DeVoe.
Advisor M&A Maintains Record Pace in First Half: DeVoe
The average size of firms involved in M&A increased sharply as banks and PE firms emerged as buyers.
Retirement planning for small business owners
Your clients who own small businesses may be so focused on day-to-day operations that they are forgetting retirement and succession planning. Here is how you can help.