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August 17, 2018 at 12:25 PM
Ladenburg Thalmann Financial Services says it has rolled out a platform to help its roughly 4,300 affiliated advisors with succession, continuity and acquisition activities.
“Our new Succession, Continuity and Acquisitions platform positions our financial advisors to capture new opportunities that have been created over the past year with succession planning-based transactions,” according to Ladenburg COO Adam Malamed.
The SCA platform can be accessed by advisors with Securities America, Triad Advisors, KMS Financial Services, Investacorp and Securities Service Network (SSN). The new resource includes access to two succession planning and M&A coaches, as well as to four business coaches focused on succession planning.
“The offerings that comprise this new platform are part of the comprehensive succession planning solutions we intend to roll out, and provide another powerful example of Ladenburg’s ability to leverage its scale and resources to meet the needs of our firms and advisors, empower their growth and drive a superior level of value-add and opportunity capture,” Malamed added.
