Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Incoming fiduciary standards likely to level commissions
By Warren S. HerschA report forecasts more advisors will also adopt a fee-for-service model to cover higher costs.
August 17, 2012
Friedman’s 3 Realistic Steps to Succession PlanningSure, you know all the reasons for having a succession plan in place, but you still havent done it. Try following these three steps to get you moving.
July 24, 2012
Beyond the BuzzwordsYou are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi, said Investment Advisor Group Editorial Director Jamie Green.
July 20, 2012
Cambridge Deploys S.W.A.T. Team in Succession Planning EmergenciesBarry Schmidt, the vice president of practice management, takes a completely customized approach with coaching issues.
June 26, 2012
The Big Question: How Can Junior Advisors Buy Out Firm Owners?I cant overemphasize the importance of a long enough time horizon.
June 26, 2012
The Financial Upside of Succession PlanningAs a smart financial advisor, you want to maximize the value of your most valuable assetyour practice.
June 11, 2012
Constructing the Right Exit PlanTo realize the most profit from your business, treat yourself like a client.
June 11, 2012
Constructing the Right Exit PlanTo realize the most profit from your business, treat yourself like a client.