Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Finding the Right Fit; Getting the Right Advice
By Savita Iyer-AhrestaniDarrell Reese and Paul Kink say they were lucky in their timing, and that they share the same values, in transitioning the firm.
November 19, 2015
Wells Fargo Promotes Sloan, Positioning Him as Likely CEOIt establishes a succession plan, says analyst Marty Mosby, though the bank adds there are other viable candidates.
October 19, 2015
5 Steps to Stepping Down From Your FirmNearly 70,000 advisors with more than $2 trillion in assets under management will retire over the next decade, but few have plans in place.
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.