Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
8 Business Traps for Advisors & How to Avoid Them: Kitces, Richards
By John ManganaroWatch out for mistakes that can cause big problems for firm owners and next-gen leaders, these experts say.
July 18, 2023
Morgan Stanley CEO: Worst of Industry Downturn Is OverShares of the bank surged 7% after executives gave an optimistic forecast.
June 27, 2023
Ignore These Advisor Succession Trends at Your Own PerilA lack of succession planning by established financial advisors could result in painful disruptions for firms and their clients.
June 22, 2023
No Substitute for Organic Growth, M&A Experts WarnDealmaking can be beneficial, but it needs a foundation of organic growth for long-term success.
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.
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.