See how Advisor Legacy is shaping the conversation around advisory growth, succession, and transition.
Advisor Legacy Named to Think Advisor Luminaries Class of 2021
Advisor Legacy named a finalist for the second annual ThinkAdvisor Luminaries, an award that is shining a spotlight on how individuals and firms are changing the investment advisory industry where it matters most.
Advisor Legacy Named Winner of Wealth Management 2021 Industry Awards
Advisor Legacy named a finalist for the second annual ThinkAdvisor Luminaries, an award that is shining a spotlight on how individuals and firms are changing the investment advisory industry where it matters most.
Selling Your Firm? Do It Now, Consultant Says
Advisory firm valuations are at a peak now, but that situation may not last long, according to Todd Doherty, who heads the valuations team for Advisor Legacy, a consulting firm for the financial industry.
Drivers of Practice Value and Ensuring Continuity
Anthony Whitbeck, CEO of Advisor Legacy was featured on the Kuttin Consulting Group’s Quantum Growth for Advisors podcast. In it he describes the drivers that determine practice value and what advisors can do to ensure continuity in their practice.
Advisers face new M&A reality after COVID-19
Anthony Whitbeck, CEO and Todd Doherty, M&A Consultant share insights with Investment News on how the Corona Virus is impacting Mergers and Acquisitions.
Three Drivers that Maximize Practice Value
Todd Doherty, M&A Consultant with Advisor Legacy explains the three factors that drive practice value up for Advisor Perspectives .
Kuttin Wealth Management Acquires Texas Practice With Over $268 Million AUM Through Advisor Legacy
Derrick Kinney and Associates successfully sells practice to one of the top five Ameriprise practices with the help of Advisor Legacy Sales.
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