succession solution

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  Top Portfolio Products: Schwab Launches ETF Website

  By Marlene Y. Satter, AdvisorOne  |  November 16, 2012

  Russell introduces a new strategic-call overwriting fund, and Focus Financial rolls out succession-planning tool.

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  Smaller Pieces Make a Bigger Pie

  By Eliza DePardo, Dan Inveen  |  May 22, 2012

  Across all stages of development, better-performing advisory firms distribute equity more broadly among their team members.

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  Sounding the Alarm

  By Eliza DePardo, Dan Inveen  |  December 28, 2011

  Lately an advisor can rarely open a trade publication without coming across at least one article focusing on succession planning.

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  Endangered Supply

  By Eliza DePardo, Dan Inveen  |  August 24, 2011

  Recovery continues for financial advisory firms.

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  Doing It Right

  By Bob Clark, AdvisorOne  |  July 28, 2011

  David Grau’s been a friend of mine since 2001, when I worked with him and his newly formed FP Transitions for a few years to brand their expertise in helping independent advisors realize the value in their practices.