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Five Takeaways From the Fed Meeting
The Federal Reserve (Fed) chose to pause on interest rate hikes at their September meeting, leaving the federal funds rates unchanged at 5.25-5.50%. This was not unexpected, but the …
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M&A and Succession
How to Calculate and Maximize Your Financial Advisor Valuation
As you run your financial advisory practice, in the back of your mind you realize you're building a valuable business. But do you know just how valuable? You could …
M&A and Succession
The Comprehensive Guide to Succession Planning for Financial Advisors
You tell your clients they shouldn't leave retirement planning to the last minute. The same applies to your business – specifically, with succession planning for financial advisors. Ideally, …
M&A and Succession
The Complete Guide to Selling Your Financial Advisory Business
The RIA landscape is enjoying historic valuations as bidding on these firms by other RIAs, broker-dealers, banks and private equity firms drives up prices. The interest is understandable. …
M&A and Succession
How to Find a Financial Advisor Book of Business for Sale
Buying another advisor's book of business is a way to immediately grow your assets under management and add new specialty services to your practice. If you're considering an acquisition, …
M&A and Succession
The Methodology Behind a Financial Advisor Practice Valuation Calculator
How much are you worth? It's a question advisors spend every day discussing with their clients, often without considering that question for their own firm. That's where a …
M&A and Succession
Creating a Business Continuity Plan for Financial Advisors
What will happen to your practice if something happens to you? It's a question far too many independent financial advisor-owners avoid, and it's a problem. Not having a plan …
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Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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