Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
How Do You Transition More Clients Than You Have? By Doing It Right
By Bob ClarkLarger advisory firms usually get that way by offering better services than smaller ones.
July 01, 2011
Finding Success in Succession PlanningTiburon Strategic Advisors finds half of advisors over the age of 50 intend to sell their businesses upon retirement.
April 20, 2011
What's your business succession plan?Many independent producers work with clients on business succession planning matters. Let's put the shoe on the other foot for a moment.
April 20, 2011
What's your business succession plan?Many independent producers work with clients on business succession planning matters. Let's put the shoe on the other foot for a moment.
October 28, 2010
AIG: Chairman Potential Interim CEOAmerican International Group (AIG) Inc. Chairman Steve Miller will become the company's interim president and chief executive officer (CEO) if AIG CEO Robert Benmosche steps down because of illness, the AIG board says.
September 01, 2010
People and Pay: Use the Lebron Rule of RetentionWhen LeBron James announced his game-changing move to the Miami Heat from his once beloved Cleveland Cavaliers, owners, players, fans and even casual observers took...
July 01, 2010
Editor's Note: Of Vacuums and Flattery"Capitalism abhors a vacuum." I heard that phrase for the first time in a radio interview with Michael Okrent, the journalist and writer, who recently...
July 01, 2010
Succession Planning: Buying and Selling Wealth Management PracticesAsnoted in the lead story of this special section on succession planning, "Planning for Your Future, 2010 could be the biggest year ever for mergers...