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When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.October 31
Director of PlanningLife Planning Partners -
Industry trends and succession planning prompted the enterprise to leave Advisor Group’s FSC Securities, according to the partner-brothers of the Nettuno Group.October 22
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The country’s biggest RIA has already lost nearly $1 billion after its founder made inappropriate comments.October 16
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Beyond eye-popping prices and assets changing hands, record M&A is altering the structure of the industry.October 10
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A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.September 30
Editor-in-ChiefFinancial Planning
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Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.September 30
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The firm is relying on firm reputation and word-of-mouth referrals for growth.September 27
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Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.September 19
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Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm’s value and carry it into the future.September 9
Founder & Managing DirectorCruz Consulting Group
