Succession planning

Positioning your book for a sale

There's more than one approach to advisor succession

By Mark Burgess |September 21, 2023

3 min read

Are high rates affecting the market for books of business?

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

By Todd Humber |August 9, 2023

4 min read

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

By Melissa Shin |June 20, 2023

2 min read

When your child isn’t fit to be your successor

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

By Melissa Shin |May 29, 2023

2 min read