There are ethical and practical considerations when selling your book
FINRA issues new guidance on brokerage business succession planning
Business owners planning for succession must meet certain criteria
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem
The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge
The succession planning process can be difficult, so plan ahead as much as possible
An industry expert urged advisors to step up their game during IAFP's 2021 symposium
Continuity plans were highlighted at IFB's virtual summit
A PwC survey finds that family business transfers have a 70% failure rate