Two industry veterans have launched an RIA succession platform designed to provide all the services that an advisor needs to sell their business without an intermediary and maximize its value, ...
A recent analysis of the FP Transitions database—backed by over 17,000 firm valuations—revealed a powerful truth: the most valuable financial advisory firms are those that invest in next-generation ...
Firms have added a new pitch when trying to attract or retain top partners. It’s one they say is more illustrative of firm performance than average profits per equity partner–share value. Each week, ...
The U.S. economy is sending mixed signals. Hiring plans have fallen to their lowest levels since 2009, wages are flattening, and confidence among corporate leaders is softening. In most industries, ...
Today’s dynamic public accounting firm landscape can require firm leaders to think strategically about how much capital investment is needed to lead the firm forward. Whether the firm is contemplating ...
Clients are divided on what externally funded IP firms bring to the table, so those firms must prove why the benefits outweigh the downsides Private equity investment in intellectual property law ...
Value-added services give in-house counsel the satisfaction that they are getting more value for money, while law firms get the opportunity to win more work We regularly speak with both in-house ...
Elevating firm-wide decision making through better data hygiene, structure and activation will make all the difference in 2026 and beyond. The firms that thrive will not be the ones with the most data ...
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