Client book

Industry

Positioning your book for a sale

There's more than one approach to advisor succession

By Mark Burgess |September 21, 2023

3 min read

Industry

Court sides with firm in dispute over advisor-managed funds

Rep sought to bring funds she managed for clients to new business

By James Langton |January 18, 2023

3 min read

Industry

Financing as an option when buying a book of business

Availability of capital is influencing acquisitions

By Michelle Schriver |November 14, 2022

2 min read

Advisor's Edge

Ensure client privacy when planning for succession

There are ethical and practical considerations when selling your book

By Michelle Schriver |November 7, 2022

4 min read

Industry

How not to end an advisor partnership

A dispute among high-performing financial advisors demonstrates the importance of a clear departure agreement

By Todd Humber |September 2, 2022

4 min read

Industry

Why you should choose your clients wisely

Some advisors take on too many clients outside their core market, warns Cerulli Associates

By Staff |March 16, 2022

2 min read

Advisor's Edge

How much risk is enough?

Clients who run out of money in retirement could bring negligence claims against too-conservative advisors

By Michael McKiernan |November 2, 2021

7 min read

Industry

Negotiation tips when buying or selling a book

A session at the IFB Spring Virtual Summit offered insights for advisors

By Michelle Schriver |May 5, 2021

2 min read

Advisor's Edge

Home bias isn’t all bad

Are your clients invested too much in Canada?

By Al and Mark Rosen |March 12, 2021

3 min read

Advisor's Edge

How social networks influence investors

Even the best financial advice must contend with other sources of information

By Maddie Johnson |February 5, 2021

2 min read

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