Active investment management’s weekly magazine for fee-based advisors

Katie Kuehner-Hebert

Katie Kuehner-Hebert is an award-winning journalist with more than two decades of experience writing about the financial services industry. She has expertise in the banking, insurance, financial planning, economic development, and employee benefits areas and her work has appeared in many leading publications.

Attracting the right successor

Do philosophies matter more than numbers when finding the right successor? Years—perhaps even decades—before owners of independent advisory firms near retirement, they should be thinking of a succession plan. While advisors have many options—including...

Wealth transfer equals opportunity

Advisors who can differentiate and add value via their investment management approach should reap the benefits of the upcoming “greatest transfer of wealth” Advisors who are not actively courting younger generations may be in for a rude...