Top Portfolio Products: WBI Launches 10 ETFs
Other new products include 10 bundled services for life settlements from AVS Group.
5 Issues Advisors Must Consider When Selling Their Practices
Revenue multiples are just one component that advisors need to consider. Others include amount of down payment, taxes and earnouts.
8 Steps to a Successful Succession Plan: United Planners
Too many advisors still run their firms as a practice, rather than a business, says UP's Caffari-Agasi.