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Jul. 23, 2024

AssetMark: How To Value Your Book of Business as a Financial Advisor

Even if you aren’t ready to put your book of business up for sale, you should have a solid understanding of your business’s worth. Knowing your value from the outset helps you lay the groundwork for a successful retirement while unlocking opportunities for growth and expansion along the way.

Jul. 23, 2024

Adhesion: The Advisor Growth Guide

Whether working with a broker dealer or as an RIA, many advisors operate within small practices, which allows advisors to serve clients to the best of their ability, but also presents unique challenges.

Jul. 15, 2024

Envestnet Confirms $4.5 Billion Bain Buyout

"This is a great outcome for Envestnet's clients and employees, and one that maintains its entrepreneurial spirit," said co-founder and outgoing CEO Bill Crager. "I couldn't be more excited about the company going forward."