Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Plan for today, tomorrow and the future
By Philip E. HarrimanHaving a succession plan in place is good for you ... and your clients.
April 01, 2013
3 Exercises for Successful Succession PlanningIf youre like three-quarters of the investment advisors in the 2011 Fidelity RIA Benchmarking Study, you dont have a succession plan for your business, or you have one, but its not ready to be implemented.
January 24, 2013
Demand grows for business succession planningMost planning professionals expecting growth in next five years, survey says.
January 24, 2013
Demand grows for business succession planningMost planning professionals expecting growth in next five years, survey says.
January 23, 2013
End scene: Succession planning for our clients and ourselvesProducers shouldn't sell succession planning advice that they don't follow themselves.
January 22, 2013
End scene: Succession planning for our clients and ourselvesProducers shouldn't sell succession planning advice that they don't follow themselves.
January 16, 2013
Incoming fiduciary standards likely to level commissionsA report forecasts more advisors will also adopt a fee-for-service model to cover higher costs.
December 14, 2012
Get a plan, manSuccession planning should be top of mind for independent financial advisors, but for too many its something to think about at a later date.