Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Advisor M&A, the Alpha Way
By Gil WeinreichWhat 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.
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.
February 20, 2014
Why You Need Another Advisor to Plan Your SuccessionWhen planning the team to advise you on your succession plan, take Gary Pittsford's advice and get another advisor (not the successor) to advise you.
November 06, 2013
3 reasons you need a succession plan — nowSixty-eight percent of advisors don't have a succession plan in place. Don't be one of them.