We tend to only listen to what’s of interest to us.

The Investments & Wealth Institute is readying the launch of a financial professional community open to both IWI and non-IWI members.

For vendors, virtual conferences stink.

Transition options should be viewed as a spectrum, not a black and white choice.  

Advisors who accepted Merrill Lynch’s succession agreement are now realizing how stuck they really are—serving as a cautionary tale for others nearing retirement.

Rather than just signing on the dotted line of their firm’s succession plan, next-gen inheritors (and their senior partners) are exploring their options in a more evolved industry landscape.