Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
How Live Oak Is Solving RIAs’ Succession Problem
By Savita Iyer-AhrestaniMany older advisors struggle to finance their succession deals. But Live Oak is willing to lend to advisors when many other banks arent.
August 03, 2015
Mergers and Aspirations: Friedman, Brodeski Share M&A Success StoriesDeals can't be just about the money. Two advisors with experience say make the focus a new culture and better talent.
October 23, 2014
Selling Your Advisory Practice? It Might Be Worth Less Than You ThinkAdvisors trying to sell their practices "are overly optimistic about the enterprise value of their businesses," Cerulli says.
October 16, 2014
The succession planning mirage, and the alternativeIndustry studies still find the overwhelming majority of advisors have no succession plan. Is the succession planning crisis actually a mirage?
October 16, 2014
The succession planning mirage, and the alternativeIndustry studies still find the overwhelming majority of advisors have no succession plan. Is the succession planning crisis actually a mirage?
October 07, 2014
The Succession Planning Mirage, and the AlternativeFew advisors have made actual succession plans, but there might be a very good reason for this.
September 12, 2014
Advisor M&A, the Alpha WayWhat separates the best from the rest is of particular concern to advisors seeking to extract value from the practices they've devoted their careers to.
July 22, 2014
Merrill’s New Training Could Put Advisors in ‘Sticky’ SituationThe program is intended to help advisors with succession, but it could make it harder for advisors and clients to leave, Mark Elzweig says.