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Summary: Succession planning is an area I’ve found to be lacking in the financial advisory profession. A large number of advisers haven’t mapped out how they will transition their portfolio when they become unable to service their clients. Similar to writing your will, you may not view succession planning as an especially urgent or pleasant item on your agenda. But it is important to get a clear idea of who will manage your portfolio after you so you can better protect all interests associated with your practice.
Added on July 2015 in M&A Issues
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Summary: Are you ready to sell your business? OK! But before you cash out, you’ll need to find potential buyers. Middle market companies should generally be marketed to two broad groups of potential buyers: financial buyers and strategic buyers.
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Summary: As the proposal's comment period ends Tuesday, here's a snapshot of some of the larger parties' stances,
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Summary: In the quest for success, the smart money has always gone to solid planning and forward-looking analysis.Consider politics: The presidential election is well over a year away, but candidates have been laying the groundwork for their campaigns for years, even decades.
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Summary:Ten years after it introduced its Advisor Services platform and one year after it completed distribution of a revamped version, Scottrade is holding a series of workshops around the country to help advisors adopt strategies and tactics to grow their businesses.
