Succession Link, A New Listing Service For Advisors Who Want to Sell Firms, Debuts

RIA Consolidator Beacon Pointe Announces Deal With $100 Million AUM RIA And Is Looking For 40 More RIAs

Like Doctors, Advisors Don't Take Their Own Medicine When It Comes To Succession Planning Advice

Creating A Wealth Management Firm That Will Be Highly Valued When You Are Ready To Sell

Succession Planning Service Wins Favor With Cambridge's Top Affiliates


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We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck


A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.