Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
6 Questions to Ask Before You Sell Your Business
By Ty YoungTo make this decision, be honest about your motivations; to get the best possible deal, be sure to carry out lots of due diligence.
June 13, 2022
AmeriLife, a Frequent Financial Services Firm Buyer, Raises More CashGenstar Capital will join Thomas H. Lee Partners on the company's investor list.
May 25, 2022
6 Questions to Ask Yourself Before You Sell Your Advisory FirmAn advisor who sold his business offers practical guidance to others looking to do the same.
May 12, 2022
5 Ways Financial Advice Is Changing NowHere are the key trends to understand so you can set your practice up for growth, says the co-head of Pershing's Wealth Solutions.
May 02, 2022
4 Ways to Get Succession Planning RightWhile every practice is unique and there's no silver bullet, there are a few essential tenets for those thinking about their retirement from the advice business.
April 28, 2022
Why Half of Mercer's 500 Advisors Are WomenCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.
April 01, 2022
Why 5 Days a Week in the Office Is Better for EveryoneReturning to the office is critical for training younger workers and for establishing office culture at all ages.
February 24, 2022
Family Offices Need Succession Planning Advice: SurveyEconomic and social disruption are leading family office executives to adjust their approaches, BNY Mellon Wealth Management found.