Succession planning

Estate Planning

Anatomy of a business sale

When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.

By Mark Groulx |August 4, 2016

3 min read

Industry

CLIEDIS executive director to step down

Parrott has been involved with CLIEDIS for 18 years.

By Staff |May 25, 2016

1 min read

Estate Planning

Don’t wait for succession planning to become mandatory

What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?

By Christopher Ambridge |May 27, 2015

2 min read

Industry

Plan business owners’ successions

Business owners need to plan better for their successions.

By Staff |September 24, 2014

2 min read

Economic Indicators

How to buy out your partner

Two advisory teams explain how they’ve structured succession

By Melissa Shin |September 12, 2014

9 min read

Industry

National Bank rolls out new fee-based platform

National Bank Financial will soon allow advisors to give related clients single-family pricing, regardless of where each household member lives.

By Evelyn Juan |July 11, 2014

2 min read

Industry

Finding next gen of advisors proving difficult

The majority of advisors are getting older and the cohort willing to take their places is scarce--even on Wall Street.

By Staff |June 27, 2014

1 min read

Industry