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Doug Lewis is a director at The Visionary Group who specializes in conducting M&A-related activities inside CPA firms. The Visionary Group drives growth inside CPA firms through custom M&A searches, organic business development, and succession planning. Its clients range from the top 20 firms to emerging practices. Reach him at dlewis@thinkvisionary.com.

The underperformance is a rarity for the fund, which has beaten the benchmark for nine of the past 10 years.

Too often succession plans tend to be all-or-nothing. There are better ways.

Nearly all bested the broader market at roughly a third the price of the average fixed income product.

Clients who outlive their retirement savings are among those most at risk.

To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.

Daniela Hawkins is a principal consultant with Capco's Banking & Payments practice.

Omri Lluz is CEO and co-founder of PerimeterX.

Advisor Andy Saeger reportedly reached out to two clients via email and a LinkedIn message.