1 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
Over the past several years, advisors have seen the value of their practice steadily grow. As a result, many retiring advisors have enjoyed premiums...
2 min read
Todd Doherty: 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...
3 min read
Todd Doherty: June 30, 2025
The advisor M&A scene has changed dramatically over the last five years. This change has emerged in tandem with a shift from a concentration in the...
2 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
The New Year is a time for making resolutions and tackling big goals. For financial advisors, one of the best resolutions you can make for your...
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...
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....
2 min read
Nicholas Tucker: June 30, 2025
A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group....
3 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Recently, a number of experts that specialize in RIA M&A have claimed that practice values are reaching their peak and will soon feel the effects of...
