The Best Successor Is Right There, If You Know How to Look
By Dan KreuterIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 25, 2024
Advisor M&A Fell in 2023: Why DeVoe Says It's No Big DealRIA deal closings declined for the first time in a decade, DeVoe & Co. reported.
January 25, 2024
IRS Issues Rollover Relief for Maryland Prepaid 529 PlanSome transfers from the plan, which had accounting issues, to another plan can be excluded from gross income.
January 25, 2024
Corebridge Adds Fixed Annuity Aimed at RIAsBryan Pinsky, the firm's president of individual retirement, notes that the MYGA contract can provide multiyear term renewals.
January 25, 2024
Cetera Takes Stake in $2.8B Wealth FirmThe investment is the 13th by the financial services provider in an advisory firm over the past year.
January 24, 2024
Senator Probes Medicare Plan Distributors on Marketing TacticsSen. Ron Wyden, the finance chair, wants to know how much leads cost and how users vet them.
January 24, 2024
Ed Yardeni Is Getting Nervous About the Speed of S&P 500's RallyThe index "may be starting a tech-led meltup similar to what happened during the second half of the 1990s," he explained.
January 24, 2024
90% of Advisors Say They'd Ditch a Firm With Subpar Tech: StudyNearly half said they had already done so, according to a survey from Advisor360°.