Advisors looking to leave the wirehouses and break out on their own have more choices on the path to independence than ever before. With the launch of Portland-Ore.-based tru Independence, announced today, advisors have one more choice. Craig...
Anyone moving into a management position today will inevitably be compared to the old guard, while dealing with business factors their predecessors never encountered
Many sellers of financial services practices believe that price is solely a function of traditional metrics like assets under management and trailing 12 revenue. That's a mistake. Valuing a financial services practice isn't as simple as...
It is a popular notion in the industry that only older advisors are and should be worried about succession planning. I beg to differ. Let me cite the example of a sole practitioner in Boston, MA I’ll call John Jones, who I recently spoke...
