Succession

Travel apps for advisors Fallback Image Decorative pattern

Planning and Advice

Travel apps for advisors

If you're going business trips and vacations, here are some apps that help ease stress.

By Wire services |January 14, 2013

1 min read

Get owners to consider succession Fallback Image Decorative pattern

Estate Planning

Get owners to consider succession

Succession planning is essential to a business’s survival. Once your client’s ready to talk about letting go, help him identify his successor. This allows an aging owner to retire on short notice; for instance, if a sudden health issue arises.

December 3, 2012

3 min read

Convince aging biz owners to plan ahead Fallback Image Decorative pattern

Estate Planning

Convince aging biz owners to plan ahead

The recession prompted many Boomer entrepreneurs to delay retirement, with most holding onto their businesses until they regain pre-downturn values.

By Staff |November 30, 2012

1 min read

Why partnerships make sense Fallback Image Decorative pattern

Planning and Advice

Why partnerships make sense

To increase client assets and boost business, a growing number of advisors are opting for business structures similar to those used by accountants and lawyers: partnerships.

By Scot Blythe |November 23, 2012

6 min read