Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Ladenburg Gives Reps New Succession, M&A and Other Tools
By Janet LevauxThe platform includes access to coaching.
March 07, 2018
How to Prepare Your Succession Plan: Tips From CerulliA new report from Cerulli Associates explains what advisors contemplating retirement need to do to groom their successors.
October 26, 2017
Advisor Group Adding Succession, Communications PlatformsIt also formed a council to help address the financial risks of longer lifespans.
October 25, 2016
How to build a multi-generational practiceHere's how three generations of advisors created a million-dollar, multi-generational advisory practice.
October 25, 2016
How to build a multi-generational practiceHere's how three generations of advisors created a million-dollar, multi-generational advisory practice.
September 08, 2016
If Advisors Get Dementia, What Happens to Their Clients?Advisors hopefully have a plan for clients who show signs of dementia, but what happens if advisors own decline prevents them from fulfilling their duties?
December 28, 2015
Finding the Right Fit; Getting the Right AdviceDarrell Reese and Paul Kink say they were lucky in their timing, and that they share the same values, in transitioning the firm.
December 28, 2015
Wirehouse Reps ‘Keeping Options Open:’ Report; More Women Joining the Advisor BusinessWhere are wirehouse advisors and the overall industry headed? The latest research paints a conflicting picture.The number of advisors in the U.S. grew…