The Practice: Succession planning
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May 14, 2018Financial Planning Has a Massive Diversity Problem, Survey SuggestsLess than 3.5% of CFP Professionals are black or Latinx, according to the CFP Board.No Comments
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May 10, 2018Edward Jones Names New Managing PartnerPenny Pennington will take over from Jim Weddle in 2019.No Comments
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May 9, 2018What to Consider When Selling Your FirmThere's a lot of M&A activity at the moment. But how do you get the most out of a sale?
Transcript Video [ 4:38 ] No Comments -
May 3, 2018Ex-Merrill Chief: Women Are Infantilized When It Comes to Money in Wealth ManagementTop management must act, but the first step is talking about the issue.Last Comment: May 4, 2018
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April 30, 2018Most FAs Ignore Risks of Failing to Plan Business ExitsWithout a succession plan advisors leave themselves open to big risks.No Comments
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April 26, 2018RIA M&A Picks Up as Advisors Reach Retirement AgeRetirement-age RIAs are selling their firms.No Comments
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April 23, 2018Breakaway Activity "Rampant" in First QuarterEchelon Partners attributes the higher-than-average number of breakaways in the first quarter to recent exits from the Broker Protocol.No Comments
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April 23, 2018Doug Ketterer’s Outfit Buys $23B Indie Broker-DealerCadaret, Grant & Co. services more than 900 financial advisors across 475 offices around the country.No Comments
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April 20, 2018Ron Carson Names 32-Year-Old His SuccessorDubbed “Baby Einstein” at Carson Group, successor has been with the firm five years.No Comments
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April 19, 2018Four Steps to Ensure a Smooth Acquisition for Your FirmBrian Parker, EP Wealth AdvisorsThinking of selling out? Here are a few things to consider.No Comments
