Nearly 70% of practice owners believe a successful transition will take five years or less to implement from the time a succession strategy is chosen to the time they can leave the practice, the study ...

As a business owner, it is just as important that you do the same by creating a succession plan for your practice. JAN 16, 2012 By Mark Bruno ...

New 8-Step Framework Addresses Critical Planning Gap as Industry Faces Waves of Advisor RetirementsBIRMINGHAM, Ala., June 17, 2025 (GLOBE NEWSWIRE) -- NBC Securities, a leading independent ...

Since many advisers do not have a full 10 years to plan a practice succession, the study suggests three steps to improve the value of a practice and effectively plan a succession. Advisers with three ...

BIRMINGHAM, Ala., June 17, 2025 (GLOBE NEWSWIRE) -- NBC Securities, a leading independent Southeast-based full-service broker-dealer and registered investment advisor, announced the release of its ...