Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
A Succession Plan That Started at the Gym
By John SullivanCertain professions and areas of study translate well to financial planning. Who knew personal training was one?
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.
January 23, 2013
End scene: Succession planning for our clients and ourselvesProducers shouldn't sell succession planning advice that they don't follow themselves.
January 22, 2013
End scene: Succession planning for our clients and ourselvesProducers shouldn't sell succession planning advice that they don't follow themselves.