NFP Advisor Services Group published a study that tells advisers how to maximize the value of their practice across various time horizons in advance of succession. “Advisers who plan ahead and focus ...

Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession planning and generational retention of clients. On the one hand, the veteran advisor aims ...

One of the benefits of being a financial advisor is the potential to own your business and run it how you see fit. Then, when you’re ready to move on, you can leverage the opportunity to pass the ...

A new study highlights a significant flaw in wealth management firms' recruitment and development strategies for the next generation of financial advisors: a lack of succession planning. Processing ...

Many solo and small firm lawyers leave real value on the table when they close out their practices, in addition to being required to meet Model Rule 1.17, which allows you to sell your practice ...

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