Though selling your business may sound simple in theory, what that looks like in practice is as unique as the people involved and can be completely different from one sale to another.
Grau reflects on the evolution of succession planning in this industry over the last eight years and where it’s headed in the future, as his own transition plays out.
Are there actions that UHNW business owners can take now while we wait for the resurgence of IPO activity?
From books on leadership and conflict management to a novel about finance, WealthManagement.com presents the best books of 2022 for financial advisors.
The Ensemble Practice's Brandon Odell discusses the evolution of staffing and compensation in the RIA industry—and how the most successful firms are winning the war for talent.