The accounting profession is experiencing unprecedented consolidation, with traditional firm mergers and private equity acquisitions dominating the landscape. However, these conventional paths aren't ...

Succession planning in the RIA industry is often treated as a legal exercise. Advisors draft documents and structure buy-sell agreements, assuming the hardest part is complete. In reality, that is ...

Succession planning is not a document you write before retiring. It is the daily discipline of building an organization that can run without you.

MISSION, Kan.--(BUSINESS WIRE)--A team of industry and advisor veterans today announced the launch of Uniting Wealth Partners (UWP), a revolutionary RIA Succession Incubator backed by Wealth Advisor ...

Two industry veterans have launched an RIA succession platform designed to provide all the services that an advisor needs to sell their business without an intermediary and maximize its value, ...

Anyone who’s watched all four seasons of HBO’s Succession knows that it can be incredibly complicated—both logistically and emotionally—to pass along control of a company once the owner ages out. Even ...

For decades, succession planning in the insurance industry has meant one of two things: Sell your book and walk away, or work until you can't anymore. Too many agents have chosen the latter – by ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

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