Buyers must be prepared to compete on price, but fit is also important
There's more than one approach to advisor succession
Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice
FINRA issues new guidance on brokerage business succession planning
Report Cards show financial advisors headed into the market volatility with a buffer
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
Branch-based advisors with the Big Six enjoyed book and client-roster growth
Safeguard your business by knowing your client’s PoA and executor
Sophisticated buyers will know what to look for to determine if it is a compliant business
Buying a book of business can be an effective way to increase the size of your practice. But getting it right is no simple task