A veteran advisor explains why 24/7 betting is now a wealth transfer risk and how trusts and trusted contacts can protect clients
Nexus CEO Dianne White on rebuilding a founder-led firm around teams, process and key person risk as partners retire
Richard Rampersad of RR Wealth Management on why genuine collaboration matters more than referrals in wealth management
A first-person view on protecting the relationships you spent a career building
My own exit strategy was designed the day I started in this industry, and too many advisors wait until it's too late to start theirs
Chris Arthur, Founder and Principal of Bold Wealth Partners, explains why advisors should focus on tax-efficient exit planning, corporate structuring, and succession strategies now rather than waiting for regulatory changes that may still be years away
