When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Succession planning is essential to ensure that your finances and legal affairs remain intact when life throws unexpected challenges your way. Events like death, disability, divorce, disagreement, or ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

For many registered investment advisor (RIA) firm owners, succession planning is a daunting but necessary process. But for women-led firms, the journey toward a successful transition is often more ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business leaders and owners must navigate constant ...

A solid succession plan places emphasis on the details. It provides a defined range of multiples, clear timelines, a clear deal structure or structures to choose from and a detailed framework for how ...

A recent survey by research company Cerulli found that more than one-third of advisors expect to retire within the next decade, yet many still don’t have a clear succession plan in place. At first ...

Most RIA mission statements espouse core fiduciary tenets like integrity, excellence, putting clients first and delivering unbiased advice. Indeed, such values are so commonly referenced across ...

With equity markets strong and M&A activity accelerating, more advisory firm founders are turning to external succession solutions rather than internal handoffs. Hao Qin, Chief Strategy Officer and ...