Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Capital Group Names New CEO
By Dinah Wisenberg BrinThe leadership changes will take place in October, the American Funds parent said.
December 19, 2022
RIA Fears DOL Independent Contractor Proposal Will Hurt BusinessOther financial services commenters disagreed about how easily financial professionals could qualify as being self-employed.
December 06, 2022
Carson Group Acquires Massachusetts Firm With $200M AUMThe deal allows a transition for Northface owners while ensuring continuity, the firm said.
November 08, 2022
Demon Seed: The Adversary of Succession PlanningYou can help with succession planning. If the client will let you.
August 16, 2022
Cambridge Taps 3 Execs for New RolesThe shifts are "all about continuity of leadership," said CEO Amy Webber, who added: "Our goal is to remain internally controlled."
July 28, 2022
10 Strategies for Growing Your Business: NatixisOne key issue for advisors is managing client expectations, a survey of 2,700 financial professionals found.
July 19, 2022
6 Questions to Ask Before You Sell Your BusinessTo make this decision, be honest about your motivations; to get the best possible deal, be sure to carry out lots of due diligence.
July 12, 2022
30% of Advisors Changed Their Retirement Plans Due to Pandemic: AmeripriseAmeriprise also asked advisors to name their most pressing challenges.