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How to keep 'unexpected accidents' from derailing a succession plan
Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.
Donald Jay Korn
Does your firm need a residency program?
Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.
How RIAs are fighting the 'war for talent'
A career path with established performance goals has become a critical element of compensation.