Breaking the Cycle | Compensation Strategies That Protect Value & Drive Growth

Valuation expert Ryan Grau, CVA, CBA, and compensation strategist Julia Sexton, CVA, reveal the most common comp mistakes—and how to fix them. Learn how to build pay models that drive growth, retain talent, and preserve business value.

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2026 Advisor M&A Highlights Report

Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year

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Building Your Team for Succession Success

June 10, 2026 at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET