A succession plan is a vital component for every practice, yet only half of advisors have one in place.* A smart strategy can help maximize value, ensure continuity of client service, position you to acquire other practices and provide an efficient transfer of business.
To learn how succession planning can help increase your practice value, download our white paper, Protect & Unlock Your Value through Succession Planning.
* Investment News Research: Building a business not just a practice.
Emerging market economies have experienced faster growth than developed markets and this trend is expected to continue. Our white paper provides an in-depth look at the strength of emerging market economies and the impact on equity performance, trends and valuations.
Often overlooked, small caps have a track record of outperforming large caps, and they could be a valuable addition to your clients diversified portfolios. Read our white paper to discover how small-cap stocks may enhance your clients risk/return profiles.