Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
How Financial Advisors Who Are Collectors Of Art Can Score
By Michael MendelsohnApproximately a third of clients whose net worth is north of $10 million are collectors or accumulators.
September 01, 2008
Top AIG Advisors Share Their Secrets of Success(CHICAGO) The AIG Advisor Group hosted "Why Women Are Winning," a female-advisor event at the Ritz-Carlton from July 13-15. The event drew some 100 advisors...
May 28, 2008
Why you need a succession strategyCerrulli Associates estimates that more than 56 percent of broker/dealer affiliated advisors are over 50, and the average age is 52. With 40 percent of...
February 05, 2008
Distributor Sets Up Rep Support ProgramNational Planning Holdings Inc. says it will expand a program that helps affiliated registered representatives manage their practices.The program, AdvisorPath, will include access to a ...
February 01, 2008
A Plan for the PlannersSuccession planning has never been at the top of most advisors' hit lists. As Tim Edwards, a principal with Prospera Financial, puts it: "It's one...
September 02, 2007
In Succession Planning, Do Advisors Practice What We Preach?Financial advisors know the importance of succession planning for their clients. Foundational to completing a financial plan for any business owner is an in-depth conversation ...
September 02, 2007
In Succession Planning, Do Advisors Practice What We Preach?Financial advisors know the importance of succession planning for their clients. Foundational to completing a financial plan for any business owner is an in-depth conversation ...
August 01, 2007
Internal MedicineIn my last columns (April and May 2007), we addressed the importance of restrictive covenants that protect an advisory firm's client relationships. But there's a broader...