Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Want to Sell Your Practice With No Transaction Fee?
By Gil WeinreichA new website, run by recruiter Phillip Flakes, offers free listings to sellers and charges a subscription fee to buyers.
May 20, 2013
Cambridge CEO Schwartz: What His Firm, Other Advisors Must Do to Stay SuccessfulDespite the scenic Colorado view, the meeting began on a somber note as CEO Eric Schwartz eulogized marketing and recruiting head Jim Guy, who died April 5.
May 14, 2013
Plan for today, tomorrow and the futureHaving a succession plan in place is good for you ... and your clients.
May 02, 2013
For a Successor, Many Advisors Look WithinAt the 2013 NAAIM Annual Conference, Kelli Cruz, a managing director at Pepin Consulting, addressed the importance of succession planning.
April 24, 2013
Solving Succession Planning Via M&A: Getting StartedIf youre thinking about your succession planning options, RIA firm owner, consider a merger or acquisition. But first ask yourself some important questions.
April 01, 2013
3 Exercises for Successful Succession PlanningIf youre like three-quarters of the investment advisors in the 2011 Fidelity RIA Benchmarking Study, you dont have a succession plan for your business, or you have one, but its not ready to be implemented.
January 24, 2013
Demand grows for business succession planningMost planning professionals expecting growth in next five years, survey says.
January 24, 2013
Demand grows for business succession planningMost planning professionals expecting growth in next five years, survey says.