Assessing the suitability of a buyer for your wealth management practice and negotiating the terms of the transaction are merely a seller’s early steps in “monetizing” the value of the business. In ...

The following is from IMCA's “Inside the Mind of the Client, Part 1” article compilation. Dig into behavioral finance in part 1 of this series of articles and discover how to help your clients make ...

Let me start by saying that I know you’re successful and probably wonder what you can learn from me as an agency owner, leader, or staffer. I will humbly admit that I can and do continue to learn from ...

After previously providing an overview of the new features included with Horizon 2111, released last month, Tom takes a deeper dive. In a previous article, I gave an overview of the new features ...