3 min read
Anthony Whitbeck: June 30, 2025
The financial advisor industry is rapidly approaching the crest of its retirement wave, yet many advisors nearing retirement don’t have a succession...
11 min read
Anthony Whitbeck: June 30, 2025
Is your RIA prepared for the succession cliff? According to DeVoe, only 42% of firms have written succession plans in 2024—the lowest percentage...
2 min read
Anthony Whitbeck: June 30, 2025
Many advisors find themselves faced with the temptation to handle their internal succession or external practice sale on their own. Whether it’s...
2 min read
Anthony Whitbeck: June 30, 2025
As with any industry, there are many myths that can falsely influence an advisor’s decision about their career and their practice. We’ve talked...
8 min read
Anthony Whitbeck: June 30, 2025
What if selling your business meant continuing the work you're best at, with stronger support and a clearer path forward? According to Fidelity, 90%...
9 min read
Anthony Whitbeck: June 30, 2025
What happens when the person who helps others prepare for the future hasn’t prepared for their own? Over the next ten years, about 110,000 financial...
8 min read
Anthony Whitbeck: June 30, 2025
Why is advisor succession accelerating, and what should buyers do about it?
1 min read
Anthony Whitbeck: June 30, 2025
Stories about mergers and acquisitions are dominating the headlines, paired with an equal number of headlines discussing the vast number of advisors...
4 min read
Anthony Whitbeck: June 30, 2025
Selling a financial advisory practice is a once in a lifetime event, one that can have a tremendous impact on an advisor’s life and family. Yet too...
13 min read
Anthony Whitbeck: June 30, 2025
Are you one of the 100,000 advisors the industry will lose by 2034? The financial advisory industry is quietly heading toward a talent cliff....
