Client book

How to make a succession plan a success How to make a succession plan a success

Your Business

How to make a succession plan a success

‘The longer the runway, the more strategic you can be,’ coach says

By Noushin Ziafati |May 19, 2025

6 min read

Positioning your book for a sale Positioning your book for a sale

Industry

Positioning your book for a sale

There's more than one approach to advisor succession

By Mark Burgess |September 21, 2023

3 min read

Court sides with firm in dispute over advisor-managed funds Court sides with firm in dispute over advisor-managed funds

Industry

Court sides with firm in dispute over advisor-managed funds

Rep sought to bring funds she managed for clients to new business

By James Langton |January 18, 2023

3 min read

Financing as an option when buying a book of business Financing as an option when buying a book of business

Industry

Financing as an option when buying a book of business

Availability of capital is influencing acquisitions

By Michelle Schriver |November 14, 2022

2 min read