Happy Friday, readers! Did you know that only about a quarter of financial advisers in the U.S. have any type of formal succession plan in place? This is despite the fact that regulators have strict requirements for the way clients are to be treated during either an expected or unexpected ownership transition. Perhaps even more troubling, advisers are much more likely to have a goal in place for how much they hope their business will be worth when it is sold than they are to have crafted an actual succession plan. Collected below is a series of timely articles on this topic and other pressing practice management matters. We encourage you to share some of what you learn with a client or colleague.