The Practice: Succession planning
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April 2, 2015Ways to Pass the Torch SuccessfullyBefore selling a firm, FAs need to decipher a suitor’s real intentions.No Comments
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April 1, 2015Strong 2014 Performance Masks Weak Spots in IndustryAUM and revenues are up, says PriceMetrix, but some trends are worrisome.No Comments
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March 23, 2015To Pick the Right Merger Partner, Pick the Right ConsultantThird parties must know your values when playing matchmaker.No Comments
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March 18, 2015The $1 Billion Club Claims Bigger Slice of the MarketAnd the new standard for success could be $5 billion.No Comments
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March 17, 2015Expanding a Practice Starts With Understanding YourselfKnow how you really like to work, and other decisions will follow.No Comments
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March 12, 2015Are You As Wise As Solomon? Better Hope NotThe biblical king was a shrewd public judge, but a disaster in his personal life.No Comments
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March 9, 2015More Good Reasons to Take On Younger ClientsIt’s about results here and now, not only in the distant future.No Comments
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March 4, 2015Are Wealth-Firm Rollups Starting to Dry Up?Some buyers can’t compete, as prices start to edge higher.No Comments
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February 26, 2015M&A Deals Hinge on Advisors’ Talent and FitNo buyout relies solely on financials, since growth potential is open to interpretation.No Comments
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February 17, 2015Could Advisors’ Senior Moments Be a Legal Liability?Finra warns investors about the red flags of “diminished capacity.”No Comments
