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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Buckingham: 5 Reasons to Start Succession Planning for Your Business

(Buckingham) For business owners, deciding how and when to sell your company can be challenging to navigate. In fact, it is arguably the most important financial decision you will make. If keeping the business close to you is important, the most common transitions are to children, family members, key employees or an employee stock ownership plan. If you want to achieve the highest possible sales price, you might consider a strategic sale to a third party or even go public. Ultimately, this decision will have a big impact on your life for many years after the transition.

Dynasty Financial Partners Announces Sponsorship of Iconic Del Mar Racetrack

Dynasty Financial Partners, through its affiliate Dynasty Wealth Management, LLC, is proud to announce its sponsorship of the Del Mar Racetrack in San Diego, California. Founded in 1937 by legendary entertainer Bing Crosby, Del Mar is one of the most iconic horse racing venues in the United States, known for its stunning seaside location and distinctive history.