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).
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.
Cam Marston: Generational Translator — The 2016 IA 25
Cam Marston explains the nuances of different generations to each other, with humor and insight.
Peyton Manning’s Last Lesson: Knowing When to Quit
People tend to love what they do. For advisors as well as athletes, it’s time to quit when you don’t love what you do anymore.
Aiming to sell your practice? A mega team may be interested
Cerulli Research writes that mega teams are best positioned to acquire and manage the practices of retiring advisors.