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Lessons learned from selling a planning practice

FPA SmartBrief | Dec 06, 2016

Emily Chiang, business consultant at EMC Succession Planning and a former financial adviser, describes the process of selling her practice and offers lessons learned. Advisers looking to sell should be prepared for an intense process that can feel like a second job, and they should use a list of questions to screen potential buyers in initial meetings, she writes. Journal of Financial Planning (12/2016)


FPA Residency Program helps new planners relate to clients

FPA SmartBrief | Dec 02, 2016

Commentary: Coach clients on volatility right away

FPA SmartBrief | Dec 02, 2016

300 companies join Betterment's 401(k) platform

FPA SmartBrief | Dec 02, 2016

Robo-adviser Betterment runs ad backing fiduciary rule

FPA SmartBrief | Dec 06, 2016

Supreme Court to review suits against church retirement plans

FPA SmartBrief | Dec 06, 2016

FPA helps planners give back to their communities

FPA SmartBrief | Dec 06, 2016

Study: Older investors combine human, online advice

FPA SmartBrief | Dec 02, 2016

Fiduciary rule won't prompt Wells Fargo to end IRA commissions

FPA SmartBrief | Dec 06, 2016

Is your team prepared for a cybersecurity breach? Get the new whitepaper today!

FPA SmartBrief | Dec 02, 2016


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FPA SmartBrief | Dec 06, 2016

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FPA SmartBrief | Dec 02, 2016

Is your team prepared for a cybersecurity breach? Get the new whitepaper today!

FPA SmartBrief | Dec 02, 2016

From the FPA Member Advantage Program: Scholarships for FPA members

FPA SmartBrief | Nov 29, 2016




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Designed specifically for financial planners, FPA SmartBrief is a FREE 2x/week e-mail newsletter. It provides updates on retirement and investment savings, a weekly market report, practice management tips and policy news, in addition to the latest news and events from the FPA. Learn more

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