InvestmentNews Archives - Your Dedicated Fiduciary®

Succession Planning for Financial Advisors and Wealth Management Firms

by Vance Barse | Dec 1, 2021 | InvestmentNews, M&A, Succession Planning

“How do I sell my financial advisory practice or book of business?” Vance Barse, CPWA®, AIF®, who has lectured on succession planning and successfully acquired a retiring advisor’s practice, outlines succession planning strategies for financial advisors and wealth...

Vance in InvestmentNews: On Inflation, Advisers Hope for the Best, Prepare for the Worst

by Terri Parthum | Nov 1, 2021 | Inflation, Investing, InvestmentNews, Portfolio Management

With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios. That’s the subheading of the InvestmentNews article. An excerpt: “It is coming up in every single conversation,” said Vance Barse, founder of Your Dedicated Fiduciary....

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Succession Planning for Financial Advisors and Wealth Management Firms

Vance in InvestmentNews: On Inflation, Advisers Hope for the Best, Prepare for the Worst

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