Massive wealth transfer poses risk for unprepared advisors

Advisors should be engaging now with their clients’ adult children who will be inheriting their parents’ financial asset…

INVESTMENT | June 06 2022 10:55AM
Financial Horizons takes next step to advisor succession planning

Financial Horizons Group is opening up its digital succession platform, FindBob, to all of its advisors, the company has…

INVESTMENT | June 20 2019 03:30PM
Unlocking succession for advisors

​If there was ever a market needing disruption, it’s possible the buy-sell “market” for advisory practices might be it.

HEALTH | October 06 2015 07:00AM