Five Takeaways From the Fed Meeting

Posted on September 21, 2023
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

By: Tanner Butler
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

By: Mike Wieger
 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

By: Dan Marquis
 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

By: Michael Belluomini
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

By: Mike Wieger
 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

By: Greg Opitz
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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