Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

Many CPA firms now provide insurance and investment services to their clients in addition to core services. This can be an attractive avenue to growth that increases client retention and firm revenues ...

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Want to cash in? Suffering from burnout? Looking for a strategic partner? Itching to pursue other interests? Or is it simply time to have a family member or friend take over and grow the business?

Some call such financial advisors bad brokers; some liken them to cockroaches. They come in all shapes and sizes, but new research shows that a default career path is selling insurance, particularly ...