9 min read
Anthony Whitbeck, CFP®, CLU®: 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...
4 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
In these uncertain times, many advisors are assessing their practices and their ability to withstand the impact unexpected events. While a global...
2 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
No matter what stage of development your practice is in, its critical to know the true value of your business. A valuation is essential for securing...
8 min read
Todd Doherty: June 30, 2025
Why is advisor succession accelerating, and what should buyers do about it?
3 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
A growing trend in the advisor industry is the partial sale of a specific group of clients. The main reason for this trend is that, instead of opting...
1 min read
Anthony Whitbeck, CFP®, CLU®: 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
Todd Doherty: 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...
2 min read
Todd Doherty: June 30, 2025
Aggressive recruiting efforts among Broker Dealers has led to a surge of advisors shifting platforms in search of better payouts and opportunities....
1 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
For many advisors looking to grow their practice, acquisitions are an attractive path. The challenge, however, is identifying the best way of funding...
