Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
The succession planning mirage, and the alternative
By Michael E. KitcesIndustry studies still find the overwhelming majority of advisors have no succession plan. Is the succession planning crisis actually a mirage?
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.
July 02, 2014
JPMorgan Investors Show Support for Dimon in Cancer FightJPMorgan Chase CEO Jamie Dimon will start treatment for throat cancer, raising new questions about succession plans at the biggest U.S. bank.
June 06, 2014
Slow and Steady Wins the Succession PlanWe see it as a process, not a triggering event; not something that just happens and then its all done, LPL's Richard Dragotta said.
May 22, 2014
The secrets to your success(ion)One way to keep the concern about inadequate succession planning in the advisory community from escalating is for advisors to confront the issue head-on.
May 22, 2014
The secrets to your success(ion)One way to keep the concern about inadequate succession planning in the advisory community from escalating is for advisors to confront the issue head-on.
March 06, 2014
Overcoming RIAs’ Top 4 Business Hurdles: Succession PlanningWho has time to make a succession plan? You need to make time. Here are three issues to consider and four steps to get started.
February 24, 2014
How Does This Movie End?It seems to me that all the preaching about succession planning is having the opposite effect on those we hope will get the message.