Succession planning

Positioning your book for a sale

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

Are high rates affecting the market for books of business?

Your Business

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

Decorative pattern

Industry

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

Planning and Advice

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