Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Ignore These Advisor Succession Trends at Your Own Peril
By John ManganaroA lack of succession planning by established financial advisors could result in painful disruptions for firms and their clients.
May 30, 2023
Ambition, Betrayal, Family Drama: The Plot of 'Succession' or Your Client's Future?The struggles portrayed on the hit HBO show are commonplace and widespread, attorney Monique Hayes tells ThinkAdvisor.
May 15, 2023
10 Retirement Concerns of Small-Business OwnersA top concern for many business owners is what will happen to employees under new ownership.
March 23, 2023
Vanguard Dividend Growth Fund Manager to Step DownThe $52 billion fund's investment objective, strategies and policies will not change, according to the fund giant.
March 02, 2023
Bob Oros: 2 Challenges Advisors Must Address NowThere are a few things advisors should be doing now that many are not, the Hightower CEO tells ThinkAdvisor.
February 03, 2023
7 Ways to 'Future-Proof' Your Independent PracticeWhether a firm has one advisor or 100, creating the right succession plan isn't easy, but these tips can help.
January 27, 2023
Capital Group Names New CEOThe leadership changes will take place in October, the American Funds parent said.
January 26, 2023
Succession Planning Is Not Just for Retirement: FINRA ExecsCall it a succession plan, legacy plan or something else, but firms need to be better prepared for the future.