The Succession Planning Mirage, and the Alternative
Few advisors have made actual succession plans, but there might be a very good reason for this.
State-Registered Advisors Prep for New Succession Planning Rules
State-registered advisors should act now to prepare for NASAA's upcoming rules requiring business continuity and succession plans, state regulators say.
AdvisorHUB’s Impact on Breakaway Broker Trends
The AdvisorHUB wirehouse comp app could be a real disruptor in the broker-dealer recruiting wars.
Is the Advisor Succession Crisis Just a Mirage? The Implications
The advisor retirement wave may not be nearly as large as anticipated. A look at exit strategies for advisors, including some alternatives.