Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
At UBS, Succession Looms Large as Bank Ponders Post-Ermotti Era
By Patrick Winters, Eyk Henning, Jan-Henrik Förster and Steven AronsErmotti and Chairman Axel Weber have overseen a push to pivot from investment banking to wealth management.
May 21, 2018
Goldman CEO Said Likely to Step Down in December: New York TimesLloyd Blankfein will probably step down as Goldman Sachs Group Inc.'s chief executive officer in December, the New York Times reported, citing people…
April 06, 2018
Why Advisors Avoid Succession PlanningMany advisors near retirement age still ignore creating a succession plan. TD Ameritrade went to find out why.
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?