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....
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...
2 min read
Nicholas Tucker: June 30, 2025
Client demands and the stress of managing change leading advisors to sell their practice early. Why it matters: Instead of selling on their own...
2 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
As the industry speeds toward the Great Wealth Transfer, many financial advisory practices will see a rapid decline in AUM, with revenue and practice...
2 min read
Todd Doherty: June 30, 2025
For advisors over sixty, delaying the sale of your practice can have significant financial and personal ramifications, especially if you are already...
2 min read
Nicholas Tucker: June 30, 2025
Recently we talked about how important it is to communicate succession plans to clients before and during your actual transition. So often, advisors...
