blurry businessman
Editor's Letter: March 2019
Feb 28, 2019
The lines between stockbrokers and RIAs are beginning to blur.
stressed businessman
More Efficient Does Not Equal Less Stressed
Feb 28, 2019
While increasing efficiency through outsourcing helps a financial advisor's bottom line, it does not make them feel any less stressed, according to findings from two studies.
handshake silhouette
A Step-by-Step Guide to Finding the Proper Succession Planning Deal Partner
Feb 20, 2019
There are four steps that every advisor should follow, no matter what side of the transaction you are on.
succession planning passing torch
Top Seller Considerations for Internal Succession Plan Transactions
Feb 19, 2019
Internal deals typically involve a higher level of knowledge and awareness of how the practice is structured and operates among both transaction parties.
three doors
Build, Borrow or Buy: What Every Advisor Needs to Know When Growing Their Business
Feb 19, 2019
Not all businesses are created equal, and how you run your business and how you got to where you are today are just as important.
glass office building
Are Retail Trust Companies the Saviors MFOs Have Been Waiting For?
Feb 19, 2019
Although a retail trust company structure may add complexity, it may be just the solution an MFO needs to be successful in the long term.
Andrea Schlapia
Michael Kitces' #FASuccess Podcast: Andrea Schlapia's Fundamental 4 Pillars of Practice Management
Feb 19, 2019
Ironstone's Andrea Schlapia explains why all advisory firms should take one day a month to close their doors to clients and solely work on the business instead of in the business.
Jim Stackpool
Michael Kitces #FASuccess Podcast: The True Value of Financial Advice with Jim Stackpool
Feb 12, 2019
It's actually a problem if too many clients say yes to your advisory fee pricing. Jim Stackpool explains.
Keith Gregg
Chalice Acquires Succession Link, Launches New Advisor Lending Service
Feb 11, 2019
To power the new service, Chalice acquired Succession Link, an online matching service for M&A deals and formed a partnership with Oak Street Funding, a non-SBA lender.
merger fish
Don’t Let Deal Structure and Buyer Credit Hurt M&A Financing
Feb 08, 2019
As you approach the sale of your advisory practice, the following factors impact accessibility of bank financing and ultimately cash at closing.
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