DeVoe & Company just released their 2020 DeVoe RIA M&A Outlook Study. This is their 3rd annual survey of RIAs to gauge current and shifting perceptions about M&A activity within the industry and it is full of great insights.
Six Steps to Creating An Effective Continuity Plan
As you put together your own unique plan, here are six best practices to consider as you create an effective and practical continuity plan.