Succession

Tips for teams working with family enterprise clients

Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.

By Nathalie Boutet | January 9, 2017

3 min read

Everything you need to know about buying and selling a book

Transferring a practice is often the largest business deal a financial advisor will oversee.

By Staff | December 9, 2016

1 min read

How to handle multijurisdictional planning

Tips to ensure a smooth succession

By Margaret O’Sullivan | October 28, 2016

5 min read

Incorporation issues when selling your book

Understand your obligations and rights

By Doug Carroll | October 21, 2016

5 min read