Curated Content
Succession Planning
Choosing A Successor: 5 Lessons For Financial Advisors That We Learned In Our Own Succession Planning Process
Starting a new business and building an enterprise takes time, especially i
Curated Content
Surviving Spouse Financial Checklist: Preparing For The Road Ahead
While no one wants to think about their spouse passing away, a simple guide
Curated Content
What Do We Tell the Children? Intergenerational Talks About the Family Business and Wealth
Because money is often a touchy subject, families who’ve accumulated weal
Curated Content
Q&A: Why Investors Should Consider Infrastructure
To improve America’s poor Infrastructure score, the current administratio
Curated Content
America’s Infrastructure Scores a C-
The US loses about 6 billion gallons of treated water a day—enough to fil
Curated Content
Is Sustainable Investing Moving Into the Mainstream?
According to a 2018 UBS Investor Watch global survey, 81% of respondents wa
Legacy-EA 2.0
Five Reasons Advisor Succession Plans Fail
Financial advisors help their clients plan for the near- and long-term futu
Legacy-EA 2.0
It’s Time RIAs Got Serious About Succession Planning
According to Gary Stern at RIAIntel, Registered Investment Advisors (RIAs)
Making The Transition From Financial Advisor To Business Owner

This podcast features Julia Carlson, founder and CEO of Oregon-based Fin

‘There’s a big, big problem’: Unrealistic Valuations Stifling RIAs’ Succession Plans

Carla McCabe, valuation expert and vice president of Truelytics, says th

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