Corporate governance

There must be a fully realized transition strategy, says Tim Chase, co-founder of WMS Partners.

Do's and don'ts for transitioning the practice as a long-term process, not a one-time event.

Three experts on building a valuable business that is attractive for sale

Adviser Greg De Jong talks about his successful merger with another firm.

Whether the plan is to groom from within or look outside, keep these tips in mind.

Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.

Executives at the embattled bank made clear Thursday that they are not discarding its long-standing strategy of selling additional products to existing customers.

The same standards apply as would to an outsider – being qualified and having the trust of clients.