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 ...

DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories. The succession concerns for registered investment advisers didn’t just continue in 2024, but ...

Bron introduces MPC-based digital inheritance for crypto wallets, solving seed phrase succession issues for wealth managers ...

The pair wrestled with succession, the prospect of debt, talent shortages, client continuity—before choosing a partner.

Spring is not only a good time to sell a home, but a business as well. Nevertheless, a sale takes years of planning and ...

Planner Dominique "Dom" Henderson applied skills he had learned in hedge fund operations to his first job in wealth management, where he helped a financial advisor switch firms. Processing Content "He ...

For several years, research has pinpointed succession as a potential trouble spot for an aging advisory business. But retirement is not the only problematic succession issue, and maybe not even the ...

More frequently than ever, I witness stories of small, single-partner CPA shops that suddenly end. Most of them end because the sole partner passed away or became disabled. In many of these cases, ...

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

Entrust Family Office has expanded its non-resident Indian (NRI) services and introduced insurance solutions as part of its estate planning offerings, as the wealth advisory firm marks 13 years of ...