Business Planning

Looking back is just as important as looking forward.

Advisers managing $2.4 trillion are expected to sell, merge or open shop over the next 10 years.

As firms drive toward greater profitability and workforce retention, a new environment has developed—one where advisors have far less control over their business lives.

Making a deal isn't the most important thing—it's making one that's a right fit and can actually be implemented.

Five characteristics advisors should look for when thinking about succession.

The retainer-based fee movement is a growing alternative to the AUM-based model.

If you want results, you’ll need to guide the process.

Taking the time to be clear on your goals and fully understand your options will help eliminate the misperceptions and allow you to focus on the potential that lies ahead.