Tax Implications for Buying or Selling a Practice
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Hall-of-Fame NHL star Wayne Gretzky was once quoted saying, “I skate to where the puck is going to be, not where it has been.” His approach to the game during his playing career was to place himself where he needed to be...
4 Ways to Increase Advisor Efficiency
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES To keep your office running efficiently, you need to stay proactive and observant. If not, your growing practice can quickly become home to a host of workplace inefficiencies. Symptoms of advisor workplace inefficiency...
Introducing Finance 3.0: New M&A Financing Option for Advisors
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES A recent interview with Sam Stubbert of Succession Lending shed some light on the changing landscape of mergers, acquisitions, and succession planning for independent and registered investment advisors. With the average...
Why Financial Advisors Should Invite a Robo-Advisor to their Table
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Whether you like them, hate them or are indifferent, robo-advisors are here to stay. Since Betterment made its debut a decade ago, there are now more than 200 robo-advisors with AUM projected to reach $2 trillion by 2020....
