Features: archive
Every Features story in Advisors, newest first. 49 stories
1 story
- Succession & selling a firm
Sanchez's real multiple sits in the terms nobody published
Modern Wealth bought a $710 million book and a founder's remaining career in one signature, which makes the price that matters the one the announcement left out.
1 story
- Tax & estate planning
Put the client's health spending on the portfolio page
Marsh's 8.2% trend rate turns a missing budget line into a funded position with its own inflation rate and an annual review date.
1 story
- Practice management
Tax planning is the new client-acquisition play
The $15 million estate-plan trap and Longview's 1% annual drag turn review season into a growth event.
1 story
- Recruiting & transitions
Cetera's enterprise channel becomes the $1B exit
Sierra Ridge's $2.1 billion move shows the recruiting war now turns on growth infrastructure, not payout grids.
1 story
- The Advisor's Note
The cap table now decides who wins $1B teams
Ownership equity, not the wirehouse checkbook, is deciding which firms land the next $1 billion team.
1 story
- Tax & estate planning
Culture joins the payout grid in recruiting wars
A $1 billion breakaway team weighing three offers shows why the share of women advisors now belongs on the term sheet, next to payout.
1 story
- Practice management
The held-away 401(k) becomes a fee line
Pontera's September launch turns held-away 401(k)s into billable work, and the HSA and Medicare numbers show which practices will collect.
1 story
- The Advisor's Note
The custody account is becoming the customer relationship
Schwab's branch push, crypto boundary, and referral floor show why RIAs must reprice their custody risk.
1 story
- Succession & selling a firm
A free exit score is resettling RIA prices
FP Transitions' 1-to-100 tool weights profit over AUM, and Stratos's name-preserving deal shows buyers are already paying for cash flow.