From InvestmentNews
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Summary: Whether founders are turning firms over to internal successors or making plans to be bought out down the road, transitions will be more successful if certain elements are crafted into the agreements.
From WealthManagement.com
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Summary: Thomas “Tif” Joyce, a solo advisor and owner of Sonoma County Wealth Advisors, started thinking about retirement in 2010. He wanted to extract the financial value of the practice, of course, but among all the options to do that, there was one non-negotiable: Nothing could interrupt the lives of his clients or his clients’ children.
From Financial Advisor
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Summary: There seems to be an advisor recruiting frenzy going on. As Cerulli Associates and others point out, it is more common than ever for advisors joining the independent ranks to join an existing firm.
From WealthManagement.com
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Summary: On a panel discussion at the TD Ameritrade National LINC conference, three advisors agreed that hiring a more diverse workforce, especially women, was on the top of their minds.
From Finacial Planning
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Summary: Hoffman was ready to get out of the advisory business. To be sure, he had a good run — closing in on 30 years — and had built a nice, small-town business in Nevada, Mo.
