Updated Friday, September 19, 2014 as of 1:57 PM ET
What Really Determines Your Firm's Value
Discounted cash flow is the most important valuation method financial advisors can use, according to strategic consultant David DeVoe.
More in Succession Planning
The number of transactions jumps to 16 in the second quarter, up from 13 in the first, with the average size of acquired firms rising to $1.18 billion. more »
As longevity increases, advisors must find smart new ways to prepare clients for the cost of an extended retirement. more »
Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds. more »
As his private equity owners start to look toward an exit, the founder seeks to bring in new management to position the firm for growth. more »
Are advisors doing clients a disservice when they prepare to hand over the reins? more »
The industry talks a lot about transparency, but issues get tricky when you’re working with families, money and personal relationships. more »
Small firms need continuity strategies to protect themselves if an advisor dies or is incapacitated. more »
Attendees at the recent Women Advisors Forum, held in New York, shared tips and experiences when helping clients fund philanthropy, branding their practices and investing fine arts. And advisors heard from industry veterans like Sallie Krawcheck. See the smartest takeways from the conference in our slideshow. more »
The merger creates $1.9 billion independent powerhouse in Florida; boosts succession plan for next generation in both firms. more »
When plans for an external sale faltered, Quest Capital Management looked closer to home and found a better solution. Here's what the partners learned. more »
Whether you're selling right now or next decade, there are many ways to make any solo practice appeal to buyers. more »
'If the goal is to maximize value, selling to an external buyer is always better,' says Pershing's Mark Tibergien. 'If the goal is based on commitments to clients and associates, selling internally is better.' more »
Developing successful training programs that embrace Millennial advisors is the single most important way to attract and maintain the wealth of this new generation. more »
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