Books of business – Investment Executive

Positioning your book for a sale

michelleschriver — Thu, 21 Sep 2023 19:48:19 +0000

There's more than one approach to advisor succession

Mark — Wed, 02 Aug 2023 20:33:34 +0000

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

jameslangton — Wed, 02 Nov 2022 18:42:46 +0000

FINRA issues new guidance on brokerage business succession planning

gregmeckback — Tue, 11 Oct 2022 04:19:00 +0000

Report Cards show financial advisors headed into the market volatility with a buffer

gregmeckback — Mon, 19 Sep 2022 04:13:00 +0000

Advisors who made more than $1 million jumped to 14.4% from 3.1% last year

gregmeckback — Mon, 29 Aug 2022 04:07:00 +0000

Branch-based advisors with the Big Six enjoyed book and client-roster growth

michelleschriver — Fri, 04 Feb 2022 20:00:31 +0000

Safeguard your business by knowing your client’s PoA and executor

gregdalgetty — Fri, 01 Nov 2019 18:17:10 +0000

Sophisticated buyers will know what to look for to determine if it is a compliant business

gregdalgetty — Fri, 20 Sep 2019 04:09:00 +0000

Buying a book of business can be an effective way to increase the size of your practice. But getting it right is no simple task

Alan — Fri, 24 Aug 2018 04:04:00 +0000

The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice