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...
13 min read
Anthony Whitbeck, CFP®, CLU®: 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....
