Ross Levin systematized the financial planning process by developing his own Wealth Management Index that prompts clients with specific questions and converts the results into a score they can use to track their progress over time.
Advisor Legacy hopes to fill the gap between practice-listing marketplaces and in-house succession-planning departments at broker/dealers and custodians.
SkyView Partners has launched Advisory Practice Board of Exchange, a subscription-free online platform for buying and selling wealth management practices that features access to bank financing.
The number of advisors who have comprehensive plans spanning short- and long-term disability, death and even disaster recovery remains frighteningly low. That needs to change now.
