Rehl acting as matchmaker, connecting clients with outside advisers.
Quick expungements are the rule and nearly all cases get OK'd.
The journey back from divorce can be taxing, reports Darla Mercado. Indeed, the hit from the IRS can make a painful situation worse.
You've thought about your clients and staff, what about your family?
Planning the continuation of your business after you exit demands more than just signing paperwork. A Q&A with Rebecca Pomering.
Being a solo entrepreneur initially helps, but will eventually hurt, growth and succession.
Charitable work recognized during annual ceremony in New York
Firm sees 'simplicity' and 'transparency' in new fee structure for target group.
Disinformation can lead to clients leaving money on the table; fight for your right
Discipline in financial management is a defining characteristic of a successful independent advisory business. Because it is easy to ignore in the face of the many demands on the financial advisor/owner, it is also absent in most firms and one of the contributing factors to the large number of small practices that dominate the industry. The stakes are high when it comes to a firm's success in careful management of its finances; practices that generate a comfortable profit margin can sustain reinvestment in support of growth at a rate their peers envy and ultimately command a higher multiple in a liquidity event.
Helping clients sell their family business.
FP Transitions' Bueerman suggests knowing how much your firm is worth and why can help you discover ways to enhance it.
CEO Casady says strong markets keeping advisers put though firm's pipeline is building.
Accountants and lawyers deliver more promising prospects; nonprofits provide another opportunity
Tools that can work directly with clients, are 'implementation oriented' are high on wish list.
Pay of industry leaders is recovering, but slowly, after the financial crisis. See who made what.
